How to create an estimate for a product or a service within a ticket

Accurate estimates speed up approvals and boost customer confidence. With RepairDesk, you can instantly generate estimates for services and inventory items from the new ticket page, ensuring a seamless workflow and transparent pricing.

Note:

In order to enable this option please make sure you enable the trigger first by going to:

Settings > Module Configuration > Tickets > Would you like to create an estimate against the ticket

After enabling the trigger, click on the Add New button.
You will see three options: Service, Estimate, Items.
Select the Estimate option to create an estimate for the service or an inventory item.
Upon selecting Estimate option, a drawer will appear where you can select the services or items for which you'd like to create an estimate.
Select the check box and click on the create estimate button to create an estimate.
Once the estimate is created, a new estimate card will be appeared on the right hand side where you will be able to see the estimate details.

Important:
Please note that once the estimate is created, you will not be able to modify that specific line item.