Estimates - how to accept

Accepted estimates become Work Orders

Beau O'Hara avatar
Written by Beau O'Hara
Updated over a week ago


After the customer has accepted the estimate, change the status to Approved. The accepted estimate creates an unscheduled Work Order. This is stored in the Calendar Work Pool for you to schedule it.

  1. From the Dashboard, click Sales

  2. Click Estimates

  3. Find the estimate and click Edit to the far right of it

  4. Change the Status to Accepted

   5. Click Save

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