How should a Consultant recommend accomplishing this in the Field - ProProfs Discuss
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How should a Consultant recommend accomplishing this in the Field Service mobile app? Over 70% of Universal Containers’ sales are made by Field Technicians during on-site, customer visits, Many times, after selling a product, they will install the product as part of the current body of work.

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Asked by Pal, Last updated: Mar 27, 2020

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2 Answers

gpattersonm

Gpattersonm

Answered Feb 02, 2020

Going through the Opportunity > Quote > Order > WorkOrder process is time-consuming and requires SalesCloud licensing. It is simpler for the Service Resource to use WorkOrderLineItems and add products to there. From the WorkOrderLineItem a Pricebook can be used and a Total can be calculated directly on the Work Order.

 

Pal

Pal

Answered Oct 27, 2018

Add a “Create Opportunity” Quick Action to the Work Order Line Item.
 

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