Overview:
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The video below walks you though how to create a service quote specific to a work order
Benefits:
- Process to build a quote for a customer using predefined pricing rules
- Once the quote is created, and ultimately approved by the customer, you can quickly have the system create a work order to proceed with the work
- Build quotes at a equipment, task, materials level
Roles:
- Service Salesman
- Service Manager
Additional Content
- Add additional content here as needed
- Example: Video may not cover the details of on us information in the bank account information window. A link to a KCS article should be listed that contains that detailed information that is relevant to this topicCreate Service Quote for a Maintenance Contract
Location:
- Service Management > Quoting > Service Quotes
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