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How do I turn an estimate into a job from my iPhone?
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!

Jil O. avatar
Written by Jil O.
Updated over a week ago

From the estimate screen, click on Copy to Job located near the top of the screen select Copt 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 click on 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.

Want to successfully complete more jobs? Check out the keys to employee and customer satisfaction.

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