> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/creatio-add-ons/field-service-manager-for-creatio/user-guide/accounts/estimates/job-creation-from-estimate.md).

# Job Creation from Estimate

User can create job from estimate using standard Add (+) button manually or the system allows users to create a job directly from an existing estimate. This ensures that all relevant details, items, and configurations are carried over for accurate planning and execution.

Steps and Actions Performed:

1. **Create Job from Estimate**\
   •  Users can generate a new job by selecting the option to create a job from an existing estimate.\
   •  The newly created job inherits key details from the estimate, including customer information, job description, and tentative date/time.
2. **Add Estimate Items as Job Items**\
   •  If the estimate contains any estimate items, these are automatically added to the newly created job as job items.\
   •  This ensures all planned services, parts, and tasks are carried forward without manual entry.
3. **Configure Checklist Items**\
   •   If the estimate specifies a job type, the system checks if any checklists are configured for that type.\
   •  If checklists exist, the relevant checklist items are added to the job’s checklist, ensuring standard operating procedures are followed.
4. **Add Required Parts**\
   •  If the estimated job type has required parts configured, these parts are automatically added to the job as required parts.\
   •  This facilitates accurate inventory planning and ensures technicians have the necessary materials.
5. **Link Service Plan and Assign Job**\
   •  If the estimate is linked to a service plan, the system creates an assignment for the job.\
   •  The job is automatically assigned to the service engineer specified in the service plan, ensuring continuity and proper resource allocation.

**Benefits:**

•  Eliminates manual entry and reduces errors.\
•  Ensures all planned work, checklists, and parts are accurately reflected in the job.\
•  Maintains consistency with service plans and organizational processes.\
•  Saves time and improves efficiency in field service management.


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