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turn estimate in to work order

Last post 09-16-2011 5:18 PM by debwiddi. 2 replies.
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  • 09-16-2011 4:29 PM

    • debwiddi
    • Top 500 Contributor
    • Joined on 08-29-2011
    • Ogden, UT
    • Posts 15

    turn estimate in to work order

    Reply Contact

    Is there a way to turn an estimate in to a work order? I see where to create a sales order but that isn't what I want. Thanks.

  • 09-16-2011 4:42 PM In reply to

    Re: turn estimate in to work order

    Answer
    Reply Contact

     
    Hi there, if you are using Method Field Services this is actually pretty easy and a standard feature. Yes

    1. Go to Field Service Center>>>Estimate
    2. Create a new estimate or select an existing one. 
    3. Then click the button link that says ‘Create / Go To Work Order'
    4. Then watch what happens!
    Need more help? Ask us about Method consulting services.

    Valbon Shabani
    Director of Education
    Method Integration Inc.
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  • 09-16-2011 5:18 PM In reply to

    • debwiddi
    • Top 500 Contributor
    • Joined on 08-29-2011
    • Ogden, UT
    • Posts 15

    Re: turn estimate in to work order

    Answer
    Reply Contact

    Oh my hell. I'm so sorry, I think I'm blind! Thanks...Big Smile
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