Managing Estimates

Estimate Status

Estimates progress through several statuses:

• Draft - Work in progress, not yet sent
• Pending - Sent to customer, awaiting response
• Accepted - Customer has approved the work
• Declined - Customer has declined
• Invoiced - Work completed and invoiced

Converting to a Job

Once an estimate is accepted, you can convert it to a job:

1. Open the accepted estimate
2. Click Create Job
3. Set the scheduled date and time
4. Assign a work bay and technician