After reading this article you will be able to:
- Navigate to a service estimate record
- Convert a service estimate to a repair order
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Lightning Experience.
Step One: Navigate to a Service Estimate Record
- Click the App Launcher icon.
- Enter Service Estimates in the quick search area.
- Click Service Estimates.
- Select desired Service Estimate.
Step Two: Convert a Service Estimate to a Repair Order
- Click Convert to a New Repair Order.
- Click OK.
Converted Service Estimate
The converted Service estimate will now have a link to the new Service Repair Order.
Learn how to Add Job lines to a Repair Order.