Create Estimation

How can we help you?

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.


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


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