Step-by-Step: Converting Approved Estimates to Jobs
Convert approved customer estimates into scheduled jobs in Local Business Pro with one click.
Quick Answer: Open the approved estimate, click 'Convert to Job', review the details, and confirm. All line items, customer info, and attached records transfer automatically.
What Transfers Automatically
- Line items - Services, quantities, and prices
- Customer - Contact information
- Custom records - Attached vehicles, properties, equipment
- Notes - Any notes from the estimate
- Total - The job inherits the estimate value
Step-by-Step Conversion
- Navigate to Operations > Estimates
- Filter by Approved status
- Open the estimate you want to convert
- Click Convert to Job
- Review the job preview
- Make any adjustments needed
- Click Create Job
- Schedule the job on your calendar
After Conversion
The estimate status changes to 'Converted' and shows a link to the new job. The job shows a link back to the original estimate for reference.
Frequently Asked Questions
Q: Can I modify the job after conversion?
A: Yes, you can add/remove line items, change prices, or adjust scheduling on the job.
Q: What if the customer wants changes after conversion?
A: Make changes on the job directly. The original estimate remains as the approved record.
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Last updated: February 1, 2025