This video shows how to setup MRO service estimates with Service Profiles. Service Profiles are predefined quoting templates for Work Orders or Jobs. These profiles can be created by your service manager or engineer to help facilitate the quoting process. They can quickly add inventory and labor needed along with the costs and pricing. These predefined templates or service profiles reduce errors and can be used over and over again and tweaked as needed. Using a Service Profile in a job does not mean you can’t make changes – you can make changes as needed in the quote or the work order or job. The purpose of Service Profiles is to give your team a quick and easy way to quote or create jobs and reduce errors.
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