Background

Creating and modifying estimates in Case is now faster and easier.

Configurable Settings - provides users the flexibility to customize the estimate operations table to suit their preferences
Searching for Operations - provides users the flexibility to search across multiple operations sources, and an advanced search to provide an easier way to find operations directly from the main case screen
Editing Operations - enables the user to edit operations directly from the main case screen, reducing the number of screens and clicks the user has to navigate
Approval on Behalf of the Customer - enables the user to record estimate approval when receiving approval from the customer via a note, email, text, phone call, in-person, etc.

Editing Operations

Users can edit estimate operations directly from the Operations table, without having to open each operation. APPROVAL STATUS, LABOR TIME, COMPLAINT DESCRIPTION, SKILL LEVEL, PRICE CODE, and SOURCE OPCODE fields are all editable directly in the table. Parts, Technician Stories, Cause, Correction, Additional Charges, and Additional Notes remain editable by clicking into each line item.

Selecting the pencil icon in the ACTIONS column opens all editable fields, allowing users to enter and edit the operation details.

After editing any editable field, the SAVE button will become active, allowing users to save their updates.

Bulk Actions

In addition to editing individual operations in the new Operations table, users can also perform bulk actions, such as setting approval status, updating labels, specifying repair reasons, scheduling, and deleting operations in a single action.

After selecting the main checkbox in the header of the Operations table, or any of the individual checkboxes next to the operation description, the Bulk actions will become active, enabling users to choose them.