Create and Manage Part, Labor and Expense Estimates from Service Requests and Work Orders

Agents can now create estimates for depot repair, part sales, and returns and exchanges directly from the service request.They can also create estimates for service work orders that include parts, labor and expenses. From a service request, estimates can be accessed from a smart action or the parts actions menu. From a work order, the estimates can be accessed from the work order actions or parts actions menu.

Agents may need the ability to give customers an estimate for the total amount in order to get approval prior to ordering parts or scheduling technicians to go onsite.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

To access Service Request or Work Orders, Redwood service users must enter Service Center Console directly from the Service Center card on the home page.

Key Resources

Get Started with Service Center

Overview of Fusion Cloud Maintenance Estimates in Redwood

Access Requirements

The following are required for users to access estimates:

• Service Center Console is available (if enabled) to users who have the appropriate Redwood Service privileges.
• Estimates in Fusion Cloud Maintenance is available (if enable) to users who have the appropriate Cloud Maintenance privileges.
• The following privileges are required for a user to access Fusion Cloud Maintenance Estimates:
  • SVC_MANAGE_WORK_ORDER_DEBRIEF_AND_ESTIMATES_PRIV
  • RCL_ACCESS_ESTIMATES_PRIV
  • RCL_MANAGE_ESTIMATES_BY_SERVICE_PRIV
  • SVC_MANAGE_DEPOT_REPAIR_ORDER_DETAILS_PRIV