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.
- 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.
- If you want to convert an existing estimate into an invoice, swipe left on the estimate click More > select convert to invoice.
Sign – the signature screen will pop out.
Mail – Send the estimate through email right away.
Other Options
Other options will show once you have tapped More.
Attach to Job – The estimate’s information will be copied and attached to an existing job.
Convert to Job – estimate information will be copied and will be converted into a new job.
Convert to Invoice – Will convert the estimate into an invoice.
Copy – The estimate’s information will be copied and you will be prompted to select a customer to whom the estimate will be assigned.
Delete– will remove the estimate.
Click on Convert to Invoice.
You will notice that the status has changed to Invoiced after tapping into Convert Invoice.
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.
