Estimate Approved

Follow this process when and estimate has been approved and needs to be converted into a job.

1) Find the correct estimate by either address or Estimate#. Double check that all information is as agreed upon. You will now have to convert the estimate to a job. Click on the Convert to Job tab at the top of the page. A pop up will appear. Click on the Convert to Job button to proceed.

2) A new pop up will appear. Make sure all all information, including Assigned Techs is cleared out and then click on the Convert button.

3) The estimate has now been converted to a job. You will now need to edit the task. Assign the Job Source to Locale/IPM (if applicable) and change the Current Status to Awaiting Schedule.

4) Next, you will need to add to the Notes section and edit the Products & Services information towards the bottom of the page.

5) You will need to put the amount the estimate was approved for which can be found at the bottom right of the page under Total Due. Then, you will need to put the quantities from the estimate in parenthesis. Make sure you enter the quantity numbers from top to bottom. Once you have entered the appropriate note, you will replace the quantity numbers with 0 (zero). This allows the actual time and materials to be tracked on the task.