Creating a new estimate in Zoho FSM

1. Go to Work Order Management > Estimates.
   
   
   
   Click create.
   
   
   
   (or)
   Click the (+) icon in the top-right corner and select Estimate.
   
   
   
   
2. Enter the required details:
   
1. Summary
   
2. Expiry Date (validity period of the estimate)
   
3. Currency (if multiple currencies are enabled)
   
4. Contact
   
5. Company (auto-filled if linked to the contact)
   
6. Email Address (auto-filled from the contact or company)
   
7. Phone Number (auto-fills from the contact, if there is no email address associated with the contact, the email address of the company will be used)
   
8. Asset (if applicable)
   
   
   
   
9. Territory (auto-filled from the contact)
   
10. Service Address and Billing Address
    
    
    
    
3. Add the services and parts
   
1. Edit the list price or quantity if required.
   
2. Apply discounts if required.
   
3. Make adjustments to the grand total if required.
   
4. Save the Estimate.