Siebel Field Service Guide > Service Support > Process Flow for Logging Service Requests >

Generating a Service Charge Quote

To get the estimated cost of completing a service request, you can create a quote. A quote lists the costs to complete a service request, including labor hours and parts prices. The parts prices are based on the recommended part items required to complete the activity (or activities) associated with the service request.

To generate a quote for a service request

  1. Navigate to the Service screen > Service Request List view.
  2. Drill down on the SR # field for a selected service request and click the Service Details view tab.
  3. Click the Auto Quote button. If the button is not available, make sure the Price List and Rate List fields are completed in the Service Details view.

    A quote line item appears in the Quotes view.

  4. To view the quote, drill down on the Name field.

    NOTE:  In a quote, the line items for labor are not priced.

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