Description
An estimate is a forecast of the type and cost of service that will be provided to the customer. It gives the customer a good understanding of what type of service will be performed and the total cost involved.
Different levels of approval can be used to ensure customer and internal satisfaction. This process can be omitted if it is not required by the organization or the customer.
Fields:
| Field Label | Data Type | Description |
| Estimate Number | Auto Number | Unique number of the estimate |
| Customer | Lookup | Required. Name of the account |
| Contact | Lookup | Name of the customer contact person |
| Tentative Date and Time | Date/Time | Tentative job date |
| Work Description | Text Area(255) | Required. Work that the service engineer need to carry out |
| Location | Lookup | Customer location lookup |
| Job Type | Lookup | Required. Type of the work, service engineer need to carry out |
| Status | Picklist | Required. Estimate status |
| Date | Date | Required – Estimate Prepared/Sent Date |
| Owner | Lookup(User, Group) | Owner of the estimate(Salesforce user) |
| Estimated By | Lookup | Engineer who prepared the estimate |
| Service Plan | Lookup | Service plan lookup |
| Price Book | Lookup | Pricebook lookup for the estimate line item pricing |
| Items Total | Roll-Up Summary | Total value of all estimate items |
| Other Charges | Currency | Charges calculated based on the custom logic |
| Grand Total | Formula | Total value of all estimate items with other charges |
| Notes | Long Text Area(32768) | Notes to add at the end of estimate |