The following topics discuss all the steps to Process an Estimate/Project, from the initial Customer call down through Estimating, Activation, Scheduling, Billing and related activities. The steps just mentioned are simply an attempt to make the work flow more clear. Explanation in each step contains quick-link references to further detail.

For explanation of the differences between a Project and a Service Call, see Work Order Process and Work Flow.

You may wish to watch the video on the Online Training Center which walks you through a typical Estimate/Project.

 

---

Page url: http://www.fieldone.com/startech/help/index.html?_estimate_project_process_.htm