Estimates & Invoices

Step-by-Step: Converting Approved Estimates to Jobs

Convert approved customer estimates into scheduled jobs in Local Business Pro with one click.

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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

  1. Navigate to Operations > Estimates
  2. Filter by Approved status
  3. Open the estimate you want to convert
  4. Click Convert to Job
  5. Review the job preview
  6. Make any adjustments needed
  7. Click Create Job
  8. 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.