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DealerTeam

Create a Service Estimate for Lightning

Goal

A service estimate is an approximation of the probable cost of a product, program, or project.

After reading this article you will be able to:

  • Navigate to Service Estimate
  • Create a New Estimate

 

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 Service Estimate

  1. Click the App-Launcher icon.

1.1.png

 

  1. Enter Service Estimates in the quick find field.
  2. Click the Service Estimates link.

 1.2 1.3.png

 

Step Two: Create a New Estimate

  1. Click New.

2.1.png

 

  1. Select Service Estimate.
  2. Click Next.

2.2 2.3.png

 

  1. Fill in the Account (a), Service Vehicle (b) and Current Mileage (c) and click Create New.

2.4.png

 

What's Next?

Add a Job Line to the Service Estimate.