Review Work Order Estimates on Mobile Dashboard

Approve, reject, park, or request a resubmission of estimates for work order costs on the Mobile Dashboard on the Estimates Awaiting Review screen. 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 Service > Estimates > Parked, except you can't park an estimate again.

1. Navigate to Approvals > Estimates and select the estimate you want to act on.

2. Review the estimate and open the Estimate Detail > Review Action menu.

3. Select one of the following Review Action options:

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

   • Reject: Rejects the estimate, changes the 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 resubmitted estimate.

4. Click Save.

Approve or reject estimates in bulk

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

1. Navigate to Approvals > Estimates.

2. Use filters to narrow down estimates shown.

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

   You can also Select All estimates shown.

4. Approve or reject the selected estimates.

5. Confirm the approval or rejection.