Review Work Order Estimates

Approve, reject, park, or request a resubmission of estimates for work order costs on the Awaiting Review page. Approving allows the work order to proceed based on estimated cost, rejecting closes the work order, parking delays review to a later time, and re-estimating sends an estimate back to the requester for adjustments.

Review individual estimates

Take action on estimates submitted for review for individual work orders. These steps also apply to reviewing parked estimates at Authorizations > Parked Quotes and Estimates, except you can't park an estimate again.

1. Navigate to Service > Authorizations > Awaiting Review.

2. Select the work order number for the estimate you want to act on.

   The Estimate Detail page opens.

3. To view line items for the estimate, click Show Itemized Breakdown at the top of the Estimate Details table.

4. Review the estimate and open the Review Action menu near the bottom of the page.

5. Select one of the following Review Action options.

   • Approve: Approves the estimate and changes work order status to Service Incomplete.

   • Reject: Rejects the estimate, changes work order status to Service Complete, and requires you to add a comment and rejection reasons.

   • Park Estimate: Delays the estimate for review at a later time and requires you to enter a comment to indicate the reason for parking.

   • Request Re-estimate: Sends the estimate back to the requester and requires you to add a comment to indicate what changes you expect in the re-submitted estimate.

6. Click Submit.

Approve or reject estimates in bulk

Approve or reject multiple estimates at once for a streamlined review process.

1. Navigate to Service > Authorizations > Awaiting Review.

2. Use smart table functionality to filter estimates shown.

3. Select the check box in the far left column for each estimate you want to act on.

4. Approve or Reject the selected estimates.

5. Click Submit.