Estimates - Creating a Job from an Estimate
This article is part of the Estimates section.
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- You will be automatically taken to the Stage 1: Create Job screen inside the Jobs Maintenance module after accepting a quote.
- You can also create a job from a quote by clicking the Create Job button after the quote has been accepted.
- Some details on the Create Job screen will be pre-populated from the Estimate Request, but you can make amendments at this stage.
- You will need to add additional information following the steps in the Jobs Maintenance - Creating a Job article.
- You can then continue with the Jobs Maintenance process as you normally would.
- Once a job has been created from an estimate, the Created Task column will update in the grid on the Estimates tab.
If your estimate type is Proposed Work, please see: Estimates - Proposed Work Type.
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