Creating a Cost Estimate from an Order

Before the Create Cost Estimate option is available, make sure the following is added to the Order:

• Valid customer email address
• Order cannot be in draft status
• Order lines with a cost

1. To create a new cost estimate, click the Charge Menu and select Create Cost Estimate.

2. The form is pre-populated from the options you have configured in System Settings > Cost Estimates. The Issue and Diagnosis notes are populated from the Order (if they are filled out). The User can add an Expiry option and an additional message if required. 

3. When you are ready, click Create and send to end customer to send the Cost Estimate to the customer. They will receive the Cost_estimate email template with a link to the Cost Estimate in the portal. 

4. The Order Status will be automatically updated to the Status with the Pending Cost Estimate Acceptance type.

5. Once the customer clicks on the link, they will have an option to approve or decline the cost estimate.

6. Once the customer makes their decision, they will be brought to a page to enter their name to confirm. 

7. Once they have confirmed, a note will be added to the order. This will trigger an alert for the handler. An invoice or deposit (based on settings) will also be created. 

8. The status of the Order will be changed to the Cost Estimate Accepted type. The customer will receive the Cost_Estimate_Accepted email template automatically. 

9. If the customer rejects the Cost Estimate, the same general workflow applies, but using the rejected email template and status type

10. If you need to cancel or modify a Cost Estimate, click on the Charge Menu and choose View Cost Estimate

11. In the form, you can cancel the cost estimate using the Close buttons. The customer will receive the Cost_Estimate_cancelled email template automatically.