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Estimates - how to get to Invoice
Estimates - how to get to Invoice

An estimate begets a work order, which begets an invoice

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

Summary

After accepting an Estimate, a Work Order is automatically generated and placed in the Work Pool. Complete the Work Order and the Invoice is automatically generated.

  1. Create an Estimate

  2. Once accepted, update the status to Accepted and the Work Order is automatically generated and placed in the Work Pool

  3. To schedule the Work Order, drag the Work Order from the Work Pool into the Calendar

  4. Once the work is done, update the status of the Work Order to Complete and an Invoice is automatically generated

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