Watch tutorial — 1 min
Step by step
- 1Open the approved estimate
- 2Select Convert to Job
- 3Pick the date and technician
- 4Confirm
Related questions
Do the line items carry over?
Yes, pricing and notes move to the job and later to the invoice.
Can I convert part of an estimate?
Yes, select only the approved options before converting.
Is the customer notified?
They receive a scheduling confirmation text.