# Estimates

The Estimates section provides a detailed view of proposed work and associated costs for a customer account. It allows users to create, review, and manage cost proposals before jobs are approved or scheduled.

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**Field List and Descriptions**

<table data-header-hidden><thead><tr><th width="85" valign="bottom"></th><th width="153" valign="bottom"></th><th valign="bottom"></th></tr></thead><tbody><tr><td valign="bottom"><strong>Sr. No.</strong></td><td valign="bottom"><strong>Field Name</strong></td><td valign="bottom">Sh<strong>ort Description</strong></td></tr><tr><td valign="bottom">1</td><td valign="bottom">Estimate number</td><td valign="bottom">Auto generated unique number for each estimate.</td></tr><tr><td valign="bottom">2</td><td valign="bottom">Customer</td><td valign="bottom">Lookup field to account for which estimate is added.</td></tr><tr><td valign="bottom">3</td><td valign="bottom">Site contact</td><td valign="bottom">Lookup field for primary contact on site.</td></tr><tr><td valign="bottom">4</td><td valign="bottom">Service plan</td><td valign="bottom">The Service Plan field in an estimate allows users to link the estimate to an existing service plan for the customer account.</td></tr><tr><td valign="bottom">5</td><td valign="bottom">Status</td><td valign="bottom">Display status of estimate for example accepted, cancelled, closed etc.</td></tr><tr><td valign="bottom">6</td><td valign="bottom">Job Type</td><td valign="bottom">Displays type of job for which estimate is created.</td></tr><tr><td valign="bottom">7</td><td valign="bottom">Date</td><td valign="bottom">The Date field represents the creation or issue date of the estimate.</td></tr><tr><td valign="bottom">8</td><td valign="bottom">Tentative date and time</td><td valign="bottom">The Tentative Date and Time field indicates the proposed schedule for when the estimated work or service is expected to be performed.</td></tr><tr><td valign="bottom">9</td><td valign="bottom">Estimated by</td><td valign="bottom">The Estimated By field identifies the service engineer or user responsible for creating the estimate.</td></tr><tr><td valign="bottom">10</td><td valign="bottom">Work description</td><td valign="bottom">The Work Description field is used to provide a detailed explanation of the work or services proposed in the estimate.</td></tr><tr><td valign="bottom">11</td><td valign="bottom">Items total</td><td valign="bottom">Auto calculated value for items added for estimates.</td></tr><tr><td valign="bottom">12</td><td valign="bottom">Other charges</td><td valign="bottom">Displays other charges if applied for estimates.</td></tr><tr><td valign="bottom">13</td><td valign="bottom">Grand total</td><td valign="bottom">Auto calculated field which displays the overall estimated amount.</td></tr><tr><td valign="bottom">14</td><td valign="bottom">Notes</td><td valign="bottom">Extra notes related to estimates can be added here.</td></tr></tbody></table>

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