Creating a service quote

A service quote can be created from a service call via Service (new) / quotes in the function bar. This service quote is then transformed into a service order. A service quote can also be created immedi­ately at the customer. When doing so, please don’t mistake it for a sales quote.

The data of a service quote is similar to the data of a commercial quote, but with the addition of service-specific attributes such as address (location), service objects and special person roles. You can find the configuration of the services and products as well as the calculation and assignment of price lists in the service quote under Additional data.

If a contact with the role of a service partner ia assigned in the contact relation of the customer, this con­tact is set as a service partner in the service quote.

Service quotes and orders that are not created from a service call but via a customer are automatically provided with the already installed basis at the allocated customer.

• If a customer is assigned at a service quote or order, the selection of the service objects is, like with service calls, preset with the customer's service objects.
• If a service quote or order created from a service call, the service objects from the call are automatically also adopted into the quote.

All service cases created from or assigned to a service call are listed at the service call, at the cus­tomer and also at the service object. Various views give you an overview.