How to turn an estimate into an invoice or a job

Turn an approved estimate into an invoice, a service ticket or a Big Job in one click.

Make an invoice

1. Open the approved estimate.
2. At the bottom, under Ready to move forward?, press Convert to Invoice.
3. The invoice opens with the same items, discount and any deposits. Check it and send it when you're ready.

Schedule the work

When an estimate is approved, a banner at the top of the estimate asks what's next:

• Create service ticket for a one-visit job. The items come along to the ticket.
• Create Big Job for work that takes several visits. See Create a Big Job.