Convert the Approved Estimate into a Work Order

• Once an Estimate has been approved, the status will change to “Approved.” From the ACTIONS button, select “Convert to a Work Order”. This Estimate will now be placed under the Closed Estimates tab.


• The Work Order created will be placed on the Open Work Orders page. The Work Order # will carry the same number as the Estimate #. .

Note:

• You can perform numerous operations from the ACTIONS button.
  • Copy Estimate: With this option, you can copy an existing estimate to create a new estimate for a different or the same customer.
  • Cancel Estimate: With this option, you can place the Estimate for future reference in the Cancelled Estimate tab.
• Ensure that you have filled in your terms and conditions appropriately. Click on Setup->Company->PDF Settings from the left panel menu.