Create Estimation

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Create Estimation

In this article, you’ll learn how to create an estimate report for the asset in your Membroz account.

Steps to create an estimate report:

There are 2 ways to manage estimation reports.

Firstly,

Step-1. In the organization menu, select ‘Customer‘ & navigate to ‘Customer asset‘.

Step-2. Select any customer asset in the asset list to generate an estimation report.

customer asset list

Step-3. Click on the ‘New‘ button or ‘Estimation‘.

create estimation report

Secondly,

Step-4. In the organization menu, select ‘Work order & Services’.

Step-5. Navigate to the ‘Estimate‘ button in the work order.

work order and services

Step-6. Click on ‘Add Estimate‘.

create estimate list

Step-7. Enter all the mandatory details as shown below & click on the ‘Save’ button.

booking management

Step-8. Select the product & services that need to be repaired & click on the ‘Save‘ button.

service management

Step-9. On clicking the ‘Save‘ button, the quotation will be generated.

create estimate report

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