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Creating an Estimate

When you create a Work Order, you can tie up Estimates to get a breakdown of the total costs, taxes and discounts. Estimates can be not included, optionally included, or required by virtue of how the Work Order (and Work Order Template) is constructed.

If enabled in the Work Order Template for a Work Order, the Estimate there can be left blank (i.e., without items), which would mean the field agent could create an estimate using the app, or the estimate could be created using the web application by a field agent, or by an administrator.

An Estimate can be populated with default items and values from the web browser interface and included as part of the Work Order (again, either as an optional or required element of the Work Order).

To reuse an estimate that is populated with default values, (without having to re-enter those values again) include that estimate as part of a named Work Order Template. Named Work Order Templates are created in the “Work Templates” view. This must be done before creating the Work Order into which they are to be imported. When creating a new Work Order, select a named Work Order Template from the drop-down list by choosing the “Work Order Template” option located in the Work Order Details section.

Relationship of the Estimate to the Invoice:

If an Estimate is included in a Work Order Template together with an Invoice, the Invoice will inherit the contents of the Estimate by default when the Field Agent opens the Invoice on the app. This helps reduce the amount of editing required by the Field Agent when editing the Invoice.

Back Office Estimate Handling:

After the Field Agent submits the Work Order the Admin is able to make adjustments to the Estimate. Estimates created can be viewed, when you click on view work order from the Work Order Homepage.

Estimation Home

These Estimates can be added to the invoice when you make the invoice by clicking on an add all button in the Invoices Generation Section within the Invoices Tab.


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