Convert Mobile Estimate to Job/Invoice

Converting Estimates to Invoice

Before you can do any conversion, access the Estimates Page by tapping the three horizontal bar Icons on the upper left of the IndusTrack default page. Look for Estimates.


  1. When you get to the Estimate page, if you want to create a new estimate and convert it right away to an invoice, create a new estimate by hitting the (+) plus button on the top right.
  2. If you want to convert an existing estimate into an invoice, tap and hold an existing estimate if you are using Android, swipe left on the estimate if you are using an iPhone click convert to invoice.

You will notice that the status has changed to Invoiced after tapping into Convert Invoice.


You will notice that the status has changed to Invoiced after tapping into Convert Invoice.


Other Options

There are other actions/options for the estimates. When you get to the Estimate page, tap and hold the estimate if you are using Android, and swipe left on the estimate if you are using an iPhone.

Tap More to show more options.


Other options will show once you have tapped More.

Convert to Job – estimate information will be copied and will be converted into a new job.

Attach to Job – estimate’s information will be copied will be attached to an existing job.

Copy – estimate’s information will be copied and you will be prompted to select a customer to whom the estimate will be assigned.

Sign – the estimate will open and the signature screen will pop out.

Mail – Send the estimate through email right away.

Delete– will remove the estimate.


Convert to Job

After clicking on convert to job, notice that the estimate status will change to Scheduled.

The estimate will automatically be converted into a job and assigned to you.

If you go to the Job Module, the job that we converted from the estimate will be listed there.


Sign

After clicking on the sign, the signature pad will pop up. Place your signature and select if you want to perform the work now or later. Click on the check icon on the top right to save.

Perform work later – will mark the estimate as won and save it.

Perform work now – This will give you two options, create this estimate for a new job or add this as a task on an existing job.