How Estimates, Jobs, and Invoices Connect
Understand the relationship between estimates, jobs, and invoices in Local Business Pro. Data flows forward.
Quick Answer: Approved estimates convert to jobs with one click, carrying all line items and custom records. Completed jobs convert to invoices the same way. Links are preserved for reference.
The Connections
- Estimate → Job - One-click conversion, all data carries over
- Job → Invoice - Completed jobs convert with line items
- Links preserved - Reference back to original estimate
- Custom records attached - Same records linked throughout
What Carries Over
- Line items and pricing
- Custom records (vehicles, properties)
- Notes and documentation
- Customer information
Frequently Asked Questions
Q: Can I create a job without an estimate?
A: Yes, you can create standalone jobs directly.
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Last updated: February 1, 2025