Setup
You will need the following permissions in your security group:
Can create, update and delete service quotes.
Can view pricing information.
Can create and update billing contracts.
Click here to learn about permissions and security groups.
If you see this arrow, click to expand for more information!
If you see this arrow, click to expand for more information!
We will add optional information and images under these arrows.
A service quote is automatically set to Approved status when confirmed via approval link, but it can also be marked as approved manually.
How to complete a service quote
1. Open the service quote, work through the Completion Information Section and create objects as required.
1. Open the service quote, work through the Completion Information Section and create objects as required.
1a. Click + Create under Property. Once created, the property name will appear as a hyperlink.
1a. Click + Create under Property. Once created, the property name will appear as a hyperlink.
1b. Click + Create under Routines, provide Annual Date and Start Date, and click Create.
1b. Click + Create under Routines, provide Annual Date and Start Date, and click Create.
If there are no line items for Included fixed routines or Included Do and Charge routines, the relevant contract + Create button will be greyed out.
1c. Click + Create under Contracts (Fixed) to open the fixed billing contract page. Fill in the remaining details, then select Create Billing Contract.
1c. Click + Create under Contracts (Fixed) to open the fixed billing contract page. Fill in the remaining details, then select Create Billing Contract.
1d. Click + Create under Contract (Do & Charge) to open the do & charge billing contract page. Fill in the remaining details, then select Create Billing Contract.
1d. Click + Create under Contract (Do & Charge) to open the do & charge billing contract page. Fill in the remaining details, then select Create Billing Contract.
1e. Click + Create under Task, fill in the details and click Create.
1e. Click + Create under Task, fill in the details and click Create.
1f. Click + Create under Project, fill in the details and click Create.
1f. Click + Create under Project, fill in the details and click Create.
2. Once all applicable steps are completed, click the arrow next to Approved status and transition to Complete status close it out.
2. Once all applicable steps are completed, click the arrow next to Approved status and transition to Complete status close it out.
Recommended steps
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