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2 Ways to Convert a Customer’s Estimate to a Job

There are two ways to convert an Estimate to a job for customers. If you create an estimate as a customer you’ll see a “Schedule” link to the right of the estimate.
schedule estimate

If you click on that a new window will open up wherein you need to  insert a date,and make sure to click “Schedule” button at the bottom of the screen and that’s method 1.

schedule estimate 2

Method 2 is  to click the estimate and on “Estimate screen,  click the “Estimate to Invoice” button at the top right of the page.

estimate to invoice customers

Enter the date and click “Schedule”.

schedule customer

And that’s it, if you have any questions, please let me know.

Best regards,

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