This solutions article will go over the process for creating a service quote. 


There are several variants for service quotes. For all variant, a service order will be needed to create a job in FieldVu. A service order can be created from an approved quote. The corresponding job in FieldVu will have a job number that matches the service order number. 


The result of each variant of the service quote creation work instruction is a quote that is ready for approval.  


TABLE OF CONTENTS


Creating Service Quotes for Field Services


1. Create a New Service Quote


Work Center: Service Orders

Common Task: New Service Quote



2. Enter quote header information

  1. Account (Customer)
    1. Name (Required))
  2. Quote Description
    1. Subject (Required)
    2. External Reference
    3. AFE
    4. PO
    5. Service Description
  3. Order planning
    1. Edit Requested date as needed



3. Enter line items in the Service and Spare Parts section at the bottom of the screen

  1. Enter product by either Material Search or Production ID / Description
  2. Enter Quantity
  3. Enter the List Price if it does not populate a default



4. Go to "View All" -> Involved Parties and select the appropriate "Service Execution Team"



5. After all items are added, save the quote

  1. Select the "Save" button on the upper left of the screen



6. Submit the quote for approval

  1. Select the Submit Button
  2. Note the quote number




After submission, the quote will go through the approval process. 


Creating Service Quotes for Rental


There are three types or rental quotes: daily rental quotes, zipper rental quotes, and packaged all-inclusive rental quotes. The different quote types will be used base on customer requirements


Daily Rental Quote


1. Create a new service quote


Work Center: Service Orders

Common Task: New Service Quote



2. Enter Header Information

  1. Account (Customer)
  2. Quote Description
    1. Subject (Required)
    2. External Reference if required
    3. AFE if required
    4. PO if required
    5. Rig/Frac crew if Required
    6. Incident Description
  3. Enter Order planning and dispatching
    1. Edit requested date
    2. Edit service performer if known



3. Enter Service and Spare Parts Line Items

  1. Enter the Product ID by ID number or by description
  2. Enter the Quantity for the line
  3. Enter the price for the item if not auto-populated
  4. Enter the daily rental rate in the Day column (* Required for a daily rental line) Enter the standby rental rate in the Standby column if needed
  5. Select the Print Line box to print the line on the quote
  6. Select the Print Line Group box for Quote grouping (defaults to Sales)
  7. Select the Print List Price box to show the Line item price on the quote
  8. Select the Print includes in Totals Box to include the Line price in the quote total



4. Go to View All -> Involved Parties and select the appropriate Service Execution Team



5. To add notes to the quote, use the Notes Field

  1. Go to View All -> Services and Spare Parts (Upper Tab) -> Details (Lower Tab) -> Notes -> Customer Information



6. To see the quote layout, use the "Preview" button at the top of the screen

  1. The rental lines and sales line will subtotal separately
  2. Lines with Print Line Price will show the line item price on the quote
If the quote does not appear, it's likely your browser is blocking pop-ups


7. Select the "Save" button to save the quote number

  1. Recommended to save the quote frequently


Select the Submit button to send the quote for approval. 

Zipper Rental Quote


Zipper Rental Quotes are created with the same process as the Daily Rental Quotes


1. The Zipper description should be added to the quote subject and the incident description (notes) as required. 

2. The total daily rental rate for all of the rental items on the quote should be evenly divisible by the number of the legs in the zipper. 

Packages All-Inclusive Rental Quote


All inclusive Rental Quotes are created with the same process as the Daily Rental Quotes with the following differences


1.    Edit Quantity and Prices

  1. For All Inclusive Assets, Quantity = 1
  2. For All Inclusive Assets, List Price = All Inclusive Rate
  3. For All Inclusive Assets, Day = Standard Day Rate
  4. For All Inclusive Assets, Day = Standard Standby Rate (if required)
  5. For All Inclusive Assets, Inclusive = All Inclusive Rate for days included

2.    Configure Print Line boxes for All Inclusive

  1. Print Line = Checked, prints this line on the quote for All Inclusive
  2. Print Line Group = Rental for Assets, Sales for other items
  3. Print List Price = Unchecked for All Inclusive, does not print on quote
  4. Print includes in totals = Line price is part of quote total