Creating an Estimate

Best Suited for:

• Sales teams creating customer estimates
• Dispatchers scheduling estimate visits
• Back Office administrators
• Field technicians with Worker App permissions

Important Information:

• Estimates can be created from multiple areas
• The creation method determines which fields are auto‑populated
• Estimates created from scheduling views may auto‑populate date, time, or technician
• Worker App users must have Create Estimate permission enabled

Strategic Workflow:

• Choose the most appropriate estimate creation method
• Enter customer and estimate details
• Confirm scheduling information
• Save the estimate and continue the workflow

Process Description:

• Create an estimate from the main navigation
• Create an estimate from a customer account
• Create an estimate from a scheduling view
• Create an estimate from the Field Worker App

Creating an Estimate from the Main Navigation:

1. Hover over the Estimates tab at the top of any Service Fusion screen
2. Select the blue + New Estimate button
3. Enter the required estimate details
4. Select Save Estimate

Creating an Estimate Using the “+” Button:

1. Select the + icon in the upper‑right corner next to your profile avatar
2. Choose Estimate
3. Enter the required estimate details
4. Select Save Estimate

Creating an Estimate from a Customer Account:

Use this method when you already know which customer the estimate is for.

1. Open the Customer account
2. Select +New Estimate or Job
3. Select New Estimate to create a new estimate
4. Customer information is auto‑populated
5. Enter the remaining estimate details
6. Select Save Estimate

Creating an Estimate from the Dispatch Grid:

This method is useful when scheduling on-site visits and checking technician availability.

1. Open the Dispatch Grid
2. Locate the technician row and time block
3. Right‑click the desired time slot
4. Select Estimate
5. Review the auto‑populated fields:
   • Date
   • Arrival Time Window
   • Assigned Technician
6. Update any fields as needed
7. Select Save Estimate

The estimate appears on the Dispatch Grid at the selected time and technician.

Creating an Estimate from the Calendar:

Estimates can also be created from the Calendar view.

1. Open the Calendar
2. Right‑click the desired date or time slot
3. Select Create Estimate
4. Enter the remaining estimate details
5. Select Save Estimate

Important behavior to note:

• The date is auto‑populated
• The technician is not auto‑populated
• The arrival time window auto‑populates only in Daily or Weekly views, not Monthly

Creating an Estimate from the Field Worker App:

Field technicians can create estimates if permissions are enabled.

1. Confirm Create Estimate permission is enabled in Worker App Permissions
2. Open the Field Worker App
3. Select Create New from the homepage
4. Choose Estimate
5. Enter estimate details
6. Select Save