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Generating Quotes for Service Requests (End User)

To determine the estimated cost of completing a service request, you can generate a quote. The quote lists the costs to complete a service request, and includes labor hours and part prices. The part prices are based on the recommended parts needed to complete the activities that are associated with the service request. For more information about generating invoices for service requests, see Creating Invoices Manually (End User) and Creating Invoices Automatically (End User).

This task is a step in Process of Managing Service Requests.

To generate a quote for a service request

1. Navigate to the Service screen, then the Service Request List view.
2. Drill down on the SR number (#) field for a selected service request, and click the Service Details view tab.
3. Click Auto Quote.

   If the button is disabled, then make sure the Price List and Rate List fields in the Service Details view contain data.

   A quote line item appears in the Quotes view.

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

   NOTE:  The quote line items for labor are not priced.