Open the approved estimate > click Convert to Job. A new job is created with the estimate's line items, client, and property. Schedule the first visit, assign team members, and save.
Any deposit paid is tracked against the job's invoices.
Convert an approved estimate into a job with line items, client, and property pre-filled.
Open the approved estimate > click Convert to Job. A new job is created with the estimate's line items, client, and property. Schedule the first visit, assign team members, and save.
Any deposit paid is tracked against the job's invoices.