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Convert Service Estimate to a New Repair Order

Goal

Seamlessly convert a Service Estimate directly into a Repair Order.

After reading this article you will be able to:

  • Navigate to a service estimate record
  • Convert a service estimate to a repair order

 

Attention Users,
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

  1. Click the App Launcher icon.

1 Convert Service Estimate to a New Repair Order- app launcher.png

 

  1. Enter Service Estimates in the quick search area.
  2. Click Service Estimates.

2 Convert Service Estimate to a New Repair Order- service estimate navi.png

 

  1. Select desired Service Estimate.

3 Convert Service Estimate to a New Repair Order- service estimate record.png

 

Step Two: Convert a Service Estimate to a Repair Order

  1. Click Convert to a New Repair Order.

4 Convert Service Estimate to a New Repair Order- Convert to a New Repair Order btn.png

 

  1. Click OK.

5 Convert Service Estimate to a New Repair Order- prompt.png

 

Converted Service Estimate

The converted Service estimate will now have a link to the new Service Repair Order.

6 Convert Service Estimate to a New Repair Order- sro link.png

 

What's Next

Learn how to Add Job lines to a Repair Order.