Convert Estimates

Convert an Estimate to an Invoice 

You can turn an estimate into an invoice in two ways:

Option 1: From the Estimate List

1. Go to the Estimates module.
2. Find the estimate you want to convert.
3. Click the three dots (⋮) next to it.
4. Choose Convert to Invoice.

This opens the Create an Invoice window in the Invoices module.

• All details from the estimate—like materials, labor, services, notes, taxes, and discounts—will be automatically added to the invoice.
• Customer information and payment terms will also carry over.

5. Review and edit anything you need.
6. Click Save or Save and Close.

Once saved:

• The estimate status changes to “Invoiced”.
• You can find the new invoice in the Invoices module.
• The customer’s profile is updated with the invoice.

Option 2: From the Estimate Details Page

1. Open the estimate.
2. Click the Actions button.
3. Select Convert to Invoice.

This works the same way as the first option.

Convert an Estimate to a Job

You can also turn an estimate into a job using either method below:

Option 1: From the Estimate List

1. Go to the Estimates module.
2. Find the estimate you want to convert.
3. Click the three dots (⋮) next to it.
4. Select Convert to Job.
5. A confirmation pop-up will appear. Click Yes to continue or No to cancel.

 Option 2: From the Estimate Details Page

1. Open the estimate.
2. Click the Actions button.
3. Choose Convert to Job.
4. Confirm the conversion when prompted.

The Schedule module will open, and you’ll see the Add New Job window.
You can now fill in the job details based on the estimate.