After your estimate has been approved, easily transfer that information to a job so the work can be scheduled out. This function will copy the information on your quote over to a new job, while keeping the original estimate in tact.

Go to the estimate details page of the quote that's been approved.

Click 'copy to job' tot he right of the 'approve' button. 

A window will appear asking you to confirm that you want to copy this estimate to a job. Click 'copy' to confirm.

You'll then be taken to the new job details page where you can schedule and dispatch the job. 

Remember: the original estimate is still stored, the job has simply copied the line items, notes and attachments over to an invoice for you.


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