How to Create Jobs from Approved Estimates
Convert approved estimates into jobs in Local Business Pro with automatic data transfer.
Quick Answer: Open an approved estimate and click 'Convert to Job'. All line items, customer info, and attached records transfer automatically. Then schedule the job on your calendar.
Step-by-Step Conversion
- Navigate to Operations > Estimates
- Filter by Approved status
- Open the estimate
- Click Convert to Job
- Review the automatically populated job details
- Add or modify scheduled date/time
- Assign team members
- Click Create Job
What Transfers
- All line items with quantities and prices
- Customer contact information
- Attached custom records (vehicles, properties)
- Notes and scope description
- Total job value
Frequently Asked Questions
Q: Can I create a job without an estimate?
A: Yes, click 'Add a Job' to create directly. Use this for repeat customers or simple jobs.
Q: What happens to the estimate after conversion?
A: It shows 'Converted' status and links to the new job.
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Last updated: February 1, 2025