Converting An Estimate Into A Job

Once an estimate has been approved by your customer, you may convert the estimate into a Job using the Estimate/Quote Entry & Edit window in Job Manager. Converting an estimate to a live job significantly reduces the time needed for data entry in creating the job and provides an audit trail, allowing you to review the estimates that become live jobs.

Converting an Estimate into a Job

1. Select the Estimates tab. The Estimates Home page will appear.

1. Select an Estimate from the list. The Estimate details page will appear.

1. Click the To Job link in the header of the page. The New Job page will appear.

NOTE: If the estimate has already been converted to a live job, the To Job link will not be available.

1. Type the job number of the new job in the Job Number field or type "<auto>" if you want to use Job Manager's auto-numbering capabilities.
2. OPTIONAL: Enter the due date and due time for the job in the appropriate fields. This may also be a good time to add or modify any other job information.
3. Click Add ( ). This will save the new job to the database and make it available for use throughout the rest of the Job Manager system.

At this point, a job has been created within the Job Manager application. The job's information can be edited, printed, or deleted directly from the Job Entry & Edit window, or it can be reviewed and reported through one of Job Manager's job-based viewers and reports.

Related Topics

"Creating An Estimate" on page 220

"Estimating: Creating Estimate Items" on page 223

"Estimating: Creating Quote Items" on page 226

"Printing Estimate Information" on page 229

"Duplicating An Estimate" on page 230

"Generating An Estimate List" on page 234