Converting An Estimate Into A Job

Select the Estimates tab. The Estimates Home page will appear.
Select an Estimate from the list. The Estimate details page will appear.
Click the To Job link in the header of the page.* The New Job page will appear.

NOTE: If the estimate has already been converted to a live job, the To Job link will not be available.
Type the job number of the new job in the Job Number field or type “<auto>” if you want to use Job Manager’s auto-numbering capabilities.
OPTIONAL: Enter the due date and due time for the job in the appropriate fields. This may also be a good time to add or modify any other job information.
Click Add ( ). This will save the new job to the database and make it available for use throughout the rest of the Job Manager system.

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