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.