Set up estimate creation when booking a jobLast updated on 12/01/2022
You can set up the ability to add an estimate when booking the job.
Things to know
When enabled, your CSRS can add estimates to a job directly from the Call Booking screen.
Set up enable estimate preference
Go to the navigation bar and click Settings .
In the side panel, click Operations > Job Booking.
Use the toggle to enable or disable Create Estimate from Job Booking.
Note: This preference defaults to not allow estimate creation when booking a job. Use the toggle to enable this preference if you want your CSRs to create estimates when booking a job.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
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