Hi
Is it possible to add Customer Assets to Quotes in Field Service? And preferable more than 1 Customer Asset. This would then make it possible to add Labour and Products to the Customer Asset when building a quote.
BR Addo
Hi
Is it possible to add Customer Assets to Quotes in Field Service? And preferable more than 1 Customer Asset. This would then make it possible to add Labour and Products to the Customer Asset when building a quote.
BR Addo
We are usually recommending to use the Work Order with linestatus "estimated" for the products and services here.
Knowing that this is a deficiency of MS, you could also try to customize the Quote as to your needs, i.e. populate needed data from Quote into a Work Order.
Thanks Scott,
Do you think it will become 'Out of the Box' anytime soon? As this would be something must users would require?
Is it possible? Anything in possible. Out of the box there is no correlation between a quote and an Asset. I recommend, if having multiple assets, doing a complete design and understanding the business need.
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