Field Service - Quotes

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Posted on by Lonnie

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Good Morning,

I noticed that for service call management billing you can only setup invoices as a document option, but what if the scenario is that you have a client that is required to pay for parts and labour, but you have to send them a quote before an invoice? Can this be done in field service and if so how can you configure this?

Thank you

Lonnie

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coquisalsa 2,725 on at

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RE: Field Service - Quotes

The 'Service Call Billing' window is only used for transferring Service Call Invoice to SOP (Sales Order Processing).

If you want to send just a quote to your customers, you can use the report from the 'Service Call Entry/Update' window. The Print button from this window will print the quote for you.

I hope this help.

Jorge