Skip to main content

Service Quotations Workflow

Overview

title

The Service Quotations workflow uses survey forms to gather information from external users and the company's master data, which is then used to generate a service quotation. If approved, the data on the service quotation is used to generate a service order, thus initiating the service orders workflow.

Glossary​

  • Service Quotation: A document given by a service provider to a client or prospect for approval detailing information on the costs of services and materials of required service.
  • Service Order: A document given by a service provider to a client containing information on the costs of services and materials of contracted service. Cotalker Service Orders helps automate the service order process, from document generation to job completion.
  • Public Survey: A public survey is a Cotalker feature that grants external users access to workflow start form through a link that can be shared or embedded on a webpage. In this case, external users can initiate the Service Quotations workflow to request a service quotation.
  • Master Data: Master data is the company data that Cotalker works with. In this workflow, master data includes – but is not limited to – inventory, services, materials, staff, locations, equipment, and clients. Learn how to configure your company's master data.