When can I send an estimate to my customer in Zoho FSM?

When can I send an estimate to my customer in Zoho FSM?

  1. You can send an estimate to your customer once all the required services, parts, and pricing details have been added and reviewed in the estimate.
  2. Typically, estimates are sent before the work order is created, so that the customer can review and approve the proposed costs. Once the customer approves the estimate, you can convert it into a work order and proceed with execution.
  3. You can send an estimate to your customer after creating it, either directly or from a request.
  4. Creating a request or estimate is not mandatory to create a Work Order — you can create Work Order directly if needed.
  5. You can send an estimate whenever you’ve created one, whether it originated from a request or was created directly.
  6. Here are the possible creation flows in Zoho FSM:
    1. Request → Estimate → Work Order → Service Appointment
    2. Estimate → Work Order → Service Appointment
    3. Request → Work Order → Service Appointment
    4. Work Order → Service Appointment