There may be the occasion with a Work Order when multiple prices for the work are requested, or when the work is expected to exceed a value set for reactive works. In these cases, the Work Order would be converted into a Quote.
This is done via the following steps:
- From Agent Actions menu, click on "Convert Work Order to Quote".
- Click on the drop down arrow to select the equipment type for the Quote Work Order.
- Select the reason that the work is being carried out from the drop down list.
- Add any additional notes that may be relevant.
- Once this has been completed, click the "OK" button to be taken back to the Work Order Details screen.
Note: The "?" tool tips will give helpful hints on what is required in the fields.