> For the complete documentation index, see [llms.txt](https://docs.novacura.com/marketplace-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.novacura.com/marketplace-documentation/applications/explore-apps/ifs/mobile-work-order/documentation/ifs-cloud/service-quotation.md).

# Service Quotation

## Overview

The **Service Quotation** Workflow is used *to create and view Service Quotations.*

The Service Quotations are searchable and grouped by status: 

* *Accepted*
* *New*
* *Rejected*
* *Released*
* *Under Preparation*

*The complete overview of the flow:*

{% file src="/files/Mw9HNEJN3RdmBs50PDff" %}

## Create new Service Quotation

* Select ***Create New\**** to create a new Service Quotation

      Existing Service Quotations are searchable and grouped by status:

* *Under Preparation*
* *Released*
* *Rejected*
* *New*
* *Accepted*

Input fields: 

* Enter ***Quotation Description\****
* Select ***Site\****
* Select ***Coordinator\****
* Select ***Customer\****
* Enter date for ***Request Receipt\****
* Answer By
* Quotation Expires
* Enter date for ***Price Effective\****
* Wanted Date
* Wanted Delivery
* Customer Ref
* Internal Ref
* External Ref

Press \[***Next***] to proceed to Work Order and Task Information.

Press \[*Back*] to go back.

| <img src="/files/l2gmPF4SHEQMHfm0UpBo" alt="" data-size="original"> | <img src="/files/VYN8EBFeKaCKv9WgQqOR" alt="" data-size="original"> |
| :-----------------------------------------------------------------: | :-----------------------------------------------------------------: |
| <img src="/files/zWaZQG09t1CL7PjTVT1z" alt="" data-size="original"> | <img src="/files/mZR2Au2rXd1maIUs4gXt" alt="" data-size="original"> |
| <img src="/files/1EXYvvmQYO9EHWNCSW43" alt="" data-size="original"> | <img src="/files/AMiSMCfGMUfBKBKR9zdT" alt="" data-size="original"> |
| <img src="/files/Cfjz6ZgSJj5jdxDrQqix" alt="" data-size="original"> | <img src="/files/HBhvPBJjNWRx3E4pElNM" alt="" data-size="original"> |
| <img src="/files/nZjAT3IeTLvO4lXmnYBZ" alt="" data-size="original"> | <img src="/files/B5ZBjBjMXHx3JNuDJhIo" alt="" data-size="original"> |
|                             Flow Connect                            |                             Flow Classic                            |

## **Work Order and Task Information**

* Enter ***Description\****
* Select ***Maintenance Org\****
* Task Template
* Select ***Object Site\****
* Invoice Rule
* Estimate (*true/false*)

Press \[***Next***] to proceed to the last step.

Press \[*Back*] to go back.

| <img src="/files/XrcY81rZdm7oPM3JSTKm" alt="" data-size="original"> | <img src="/files/2v8b86PAJjHGKP79GJpF" alt="" data-size="original"> |
| :-----------------------------------------------------------------: | :-----------------------------------------------------------------: |
| <img src="/files/Zg0SnaSxP5WH6cUiKhWk" alt="" data-size="original"> | <img src="/files/dltPPtWAz5VfANuM80TK" alt="" data-size="original"> |
|                             Flow Connect                            |                             Flow Classic                            |

* Location
* Object
* Work Type
* Contact
* Notes

Press \[***Save***] to save the Service Quotation.

Press \[*Back*] to go back.

| <img src="/files/2ggBMUbKWyZ5kAsvF3ZB" alt="" data-size="original"> | <img src="/files/aRH6gkkl2zu3xvZbxzku" alt="" data-size="original"> |
| :-----------------------------------------------------------------: | :-----------------------------------------------------------------: |
|                             Flow Connect                            |                             Flow Classic                            |

## **Change status of Service Quotation**

* Select the Service Quotation you want to change the Status on
* Select ***Status\****
* Enter ***Description\****
* Select ***Customer\****
* Select ***Coordinator\****
* Customer Ref
* External Ref
* Internal Ref
* Enter date for ***Request Receipt\****
* Answer By
* Quotation Expires
* Enter date for ***Price Effective\****
* Wanted Date
* Wanted Delivery

Press \[***Next***] to proceed to the last step and save all changes and the new Status.

Press \[*Back*] to go back.

| <img src="/files/aW0YtSggakClaqTXqBwi" alt="" data-size="original"> | <img src="/files/Pg7MjF5D6ifnaVG37knv" alt="" data-size="original"> |
| :-----------------------------------------------------------------: | :-----------------------------------------------------------------: |
| <img src="/files/HxuNgrXgh2TIRaWsI2lr" alt="" data-size="original"> | <img src="/files/ppukW3j4mUJxcbeKWayD" alt="" data-size="original"> |
| <img src="/files/mepfxNUW33sXo7HG0EqM" alt="" data-size="original"> | <img src="/files/L0hp4XsDH3tIQsWReM8z" alt="" data-size="original"> |
|                             Flow Connect                            |                             Flow Classic                            |

{% hint style="info" %}
*\* = Mandatory Field*
{% endhint %}


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