After reading this article you will be able to:
- Navigate to Service Estimate
- Create a New Estimate
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Lightning Experience
Step One: Navigate to Service Estimate
- Click the App-Launcher icon.
- Enter Service Estimates in the quick find field.
- Click the Service Estimates link.
Step Two: Create a New Estimate
- Click New.
- Select Service Estimate.
- Click Next.
- Fill in the Account (a), Service Vehicle (b) and Current Mileage (c) and click Create New.
Add a Job Line to the Service Estimate.