After the customer has accepted the estimate, change the status to Approved.

  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

The accepted estimate creates an unscheduled Work Order. This is stored in the Work Pool Calendar where it will stay until you schedule it.

See also: Work Pool - Getting Started

May 2017

Article ID: 0017

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