Loading
Feature degradation | Gmail Email delivery failureRead More
Asset Service Lifecycle Management
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Use Work Order Estimation

            You are here:

            1. Salesforce Help
            2. Docs
            3. Asset Service Lifecycle Management

            Use Work Order Estimation

            Assess costs and required effort before starting any field service work to provide reliable quotes and plan efficiently. You can estimate field service work for various work sources such as assets (for example, repair and extension work), quote items or order items within existing sales quotes and orders (for example, installation of these items), and work types under specific work type groups (for example, network and infrastructure expansions).

            Required Editions

            Available in: Lightning Experience
            Available in: Automotive Cloud, Communications Cloud, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. View edition availability.
            User Permissions Needed
            To use Work Order Estimation: Field Service Standard AND DocGen Runtime User AND DocGen User AND Work Order Estimation AND Omnistudio User AND Salesforce Pricing Run Time User

            Launch the work order estimation from Accounts, Assets, Sales Quotes, Orders, or Work Type Groups. Choose specific work sources such as Assets, Quote/Order Items, or Work Type Groups, and add work types to be estimated for these work sources.

            You can edit existing work orders, re-estimate tasks, and initiate or merge quotes as needed. You can also book, reschedule, or cancel service appointments for work orders and their child work orders generated as part of work order estimation.

            Note
            Note You must complete work order estimation in one uninterrupted session. You can't stop and resume.
            1. Start the Work Order Estimation process.

              You can start Work Order Estimation based on the work source type for which you want to create a work estimate. Here are the different ways you can start Work Estimation:

              Account: Start from an account to create work estimates for assets, quotes, orders, or work type groups.

              Asset: Start from an asset to create work estimates for that specific asset. If necessary , you can add more assets.

              Quote: Start from a sales quote to create work estimates for Quote Line Items (QLIs) within that quote, such as installation work for broadband internet QLIs.

              Order: Launch from a sales order to create work estimates for Order Products within that order, such as installation work for a generator.

              Work Type Groups: Launch from a Work Type Group to create work estimates for non-asset/QLI/order product-related tasks, such as network and infrastructure expansion work.

              Work Order: Launch from a Work Order (WO), introduces an additional step that displays the existing WOs based on the following:

              • If the launched WO is a parent, it's child WOs are listed with the parent in the Existing WO top panel.
              • If the launched WO is a child (or both parent and child), its siblings are listed, and its parent appears in the top panel.
              • If the launched WO is standalone, it's listed and also shown in the Existing WO top panel.

              Users can select one or more WO listed and proceed to create a new Quote. This brings all the work sources of those WOs.

              For example, to create a Work Order Estimate for an Asset:

              1. From the App Launcher, search for and select Assets.
              2. Open the asset for which you want to create a work order estimate.
              3. From the overflow menu, select Work Order Estimation.
              Note
              Note

              Launch options on records are available only if you have set up the work order estimation launch. For more information, see the launch topic.

              When creating a work order estimate, avoid mixing different work source types. Ideally, each work order estimate should have only one type of work source.

            2. On the Enter Quote Details page, give the specifications for the quote.
              1. Enter a name, select a price book, and add an address.
              2. Click Next.

                If you started the work order estimation process from an asset or work type group, that asset or group is preselected as the work source.

            3. On the Add Work Source, Work Types & Coverages page, add work source.
              When you add work types and products to a work source, each product creates a quote line item (QLI) linked to the work type and asset.
              1. Click Add Work Source.
              2. Select a work source type (Quote Line Item, Order Product, Asset, or Work Type Group).
              3. If you select Quote Line Item or Order Product as the work source, select the appropriate quote or order.
                If the Work Order Estimation process was launched from a Quote or an Order, both the work source type and the corresponding Quote or Order are preselected.
              4. Click Next.
              5. Select the items you want to add as work sources and click Add.
            4. Add work types.
              1. Click the overflow menu next to the work source and select Add Work Type.
              2. Select the work type, required product, and quantity for estimation.
                You can add multiple products.
              3. Click Save to add the work type to the work source.
                To add another work type, click Save & New.
            5. Add coverages.
              1. Click the overflow menu next to a work source and select Select Coverages.
              2. Choose the relevant coverages for the work source.
                Coverages include service contracts, entitlements, and warranties (applicable only for asset work sources).
              If Salesforce Pricing isn’t enabled, selected coverages won't be considered for discounts, and basic rollup pricing is used on the quote.
            6. View work types, and edit or delete work sources.
              1. You can also perform these actions on the Add Work Source, Work Types & Coverages.
                Action Description
                View Work Types
                • Click the overflow menu next to the work source and select View Work Types.
                • Review the work type details.
                Edit Work Source
                • Click the overflow menu next to the work source and select Edit.
                • Choose the work type to edit and click Next.
                • Make the necessary changes and save them.
                Delete Work Source Click the overflow menu next to the work source and select Delete.
              2. Click Next.
                The Review Quote Summary page appears.
            7. Review quote summary.
              1. You can perform these actions:
                Action Description
                Review Details Check the total cost, items, and coverages.
                View Work Type Details
                • To see the work type details in the View Work Type dialog, click View in the Work Type column.
                • You can also add a manual discount percentage.
                View Coverage Details To see the coverage details in the View Selected Coverages dialog, click View in the Coverages column.
                Delete a Work Source To remove a work source from the work order estimate, click Delete.
                Generate Proposal To open the Generate Proposal page in a new tab, click the Generate Proposal button. You can then send the proposal directly to the customer's email or download it.
                Save and Close You also have the option to save and close the work order estimation process. You can later continue working on the work order estimate.
              2. Click Next.
                The Finish Quote Approval page appears.
            8. On the Finish Quote Approval page, indicate customer's approval .
              1. Confirm customer approval:
                Scenario Action
                Customer has approved the proposed quote

                Click Yes and then Approve. The quote order is generated. To view the details, click the quote order. Click Done to complete the work order estimation process. If Book Service Appointment is configured for your Work Order Estimation process, then click Next.

                If you’re creating a work order estimation from an existing work order, then you can either update the existing work order or create a new one. To update, select Update Existing Work Order. Otherwise, a new hierarchy of work orders (a new parent work order with child work orders for each work type) is created.
                Customer hasn't approved the proposed quote

                Click No, enter the reason for rejection, and click Reject. Click Done to complete the work order estimation process.
              Note
              Note An approved quote is converted into a hierarchy of work orders (a parent work order with child work orders for each work type). Each child work order has line items corresponding to the quote line items (QLIs).
            9. (Optional) Book a service appointment.
              1. Click Book Appointment.
              2. Enter these details: Earliest permitted start date, scheduling policy, due date, and service territory.
              3. Click Choose Time Slot.
                The available time slots for the selected dates are shown.
              4. Select a time slot.
              5. Click Book.
                A service appointment is booked for the selected work order. After booking an appointment, you can reschedule or cancel it.
              6. Click Done to complete the Work Order Estimation Process.
              Note
              Note

              If you haven’t booked an appointment for any of the child work orders, then an alert message appears. To book an appointment for the remaining child work orders, click Go Back. Otherwise, click Exit.

              You can book a service appointment for the remaining child work orders later by opening the work order and selecting the Book Service Appointment button.

             
            Loading
            Salesforce Help | Article