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 Info Center, and to create commonly used clauses to be used on Opportunity Estimate reports.

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

1. From the Vision Navigation menu, click Configuration > General > Opportunity Settings and then click the Service Estimate tab.
2. Complete the fields on the Service Estimate tab of the Opportunity Settings form.
3. 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 Insert.
   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.
   To delete an existing clause	Select that clause and click Delete.

4. Click OK.