Create a Job from an Estimate

Previous Lesson: Sending an Estimate

 

Once the customer has accepted the estimate you’ll want to convert the estimate into a job.  First bring up the estimate and click on ‘Move to Next Stage’.  

SendEstimate.png

 

A form will appear, make sure you select ‘move to next stage’ in the drop down box AND check the box labelled "confirm you wish to continue to next stage."

If your Customer does not wish to continue, select 

 

SendEstimate2.png

Select this and click continue.

This will open the job screen having filled in the full job details:


SendEstimate3.png

Note that the estimate description will appear in the job description box and the ‘body’ of the estimate will appear in the ‘more’ box ready for the engineer when he actually does the work.

Check the details are correct and book your new job into the diary by clicking Book into Diary

Click Save

 

Next Lesson: Estimates Search Feature

Have more questions? Submit a request

0 Comments

Article is closed for comments.