In this article, you will learn how to convert an estimate into an invoice or job.
Estimates are an effective way of providing your customers with an understanding of what your services will cost and consist of. Getting approval from your customers sets all parties up for a great service experience.
What comes after the estimate will depend on how your organization does business. In Workiz, estimates can be converted into invoices or jobs.
How to convert an estimate
- Open the estimate you want to convert
- Select Actions > Copy to invoice or Copy to job
If you are converting the estimate into a job, you will be asked to enter some basic job details, such as the job type and schedule date, before creating the new job.
Estimates converted into jobs will undergo a change in estimate ID (e.g., from 401 to 3299-1) to signal that it is being converted from a standalone estimate to one that is now connected to a job.
If you convert an estimate into a job, you can also create an invoice directly from the job.
All of the estimate data, including the line items and any deposit you may have collected, will be copied over to the new invoice or job you created. If a deposit was collected, it will be listed under the invoice or job payments and reduce the balance.