Set Up Service Estimates

Use the Service Estimate tab of Opportunity Settings to enable and create the default settings for use on the Service Estimate Tab in the Opportunities Hub, and to create commonly used clauses for use on Opportunity Estimate reports.

To set up default settings and clauses for Opportunity Service Estimates:

1. From the Navigation menu, click Settings > Opportunities and then click the Service Estimate tab.
2. Select Enable Service Estimates to turn on the Service Estimates feature. When you do so, the
   • All Service Estimates fields in Settings > Opportunity Settings are enabled.
   • In the Opportunities Hub, the Estimate toggle displays.
   • In Reporting, the Opportunity Service Estimate report.
   • In Settings > General Settings, the Unit Tables tab is available.
3. Specify the grids that you want to enable for Service Estimates.
4. Specify the Estimate Type.
5. Select the Default Labor Category Tables.
6. Enter the Multipliers.
7. Set up the Clauses. To set up separate clauses for the top and bottom of the report, which will be available on the General tab for the Opportunity Service Estimate report, select one of the following actions:

   Option	Description
   To enter a new clause	Click + Add Clause. Continue to Step 4 of this procedure.
   To copy an existing clause that is similar to a new clause that you want to add	Select that clause and click Copy, then edit the copied clause. Continue to Step 4 of this procedure.
   To delete an existing clause	Select that clause and click Delete.

8. Click Save to save your changes.