Once your customer has approved an estimate, you will need to create & schedule a new job/invoice for the work to be performed.
To convert the estimate and carry all the information over into a brand new job, follow the steps below.
Open the estimate details page
Click 'Copy to Job'
If you have multiple options, make sure you are on the correct option before clicking 'Copy to Job'
To confirm, click 'Copy'
From here, you will be taken to the brand new invoice details page.
Things to keep in mind
The new job will need to be scheduled as the system will not assume the work is being done the same day as the estimate
The new invoice will not necessarily have the same number as the estimate (for example, estimate #50 can be invoice #2494)
You can add or remove any services to the invoice as needed
How do I turn an estimate into a job from my iPhone?
Learn how to turn your estimate into a job in a few easy steps!
From the estimate screen, click on Copy to Job located near the top of the screen, and select Copy to New Job from the pop-up options.
All information from the estimate will be automatically implemented into the job fields, however you will need to schedule the new job itself. To do so, scroll down the screen about half way, and select the blue edit pencil next to Schedule.
Select the date and time that you want the job to start and end.
Once you have the date and time selected, you can also set up an arrival window, who you want to dispatch the job to, and whether or not you want to send a notification to your customer. Once you have it set up, click "Done" in the upper righthand corner
You will be brought back to the Job Details page which will reflect all of the changes.
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