Overview
⚠️Before pushing costings to the job budget, confirm your estimate structure is finalised. Once a Costing is synced - either at conversion or when Push to Job Budget is clicked - it is locked to its current position and Cost Category, indicated by this icon (
) next to the line item. You can still update a synced item's description, quantity and price from the estimate, but you cannot reorder, move or delete line items, Cost Categories or Cost Groups.
If you need to restructure your estimate, do so in Estimates > Costings before converting your lead to a job.
Start your job with an unlocked estimate to manage purchase orders, deposit invoices, and client changes, keeping your project flexible from the start.
Convert Estimate To A Job
To access this functionality, navigate to Estimates > Costings and click 
. A pop-up will open with a three-step workflow.
Step 
: Select your Job Template and enter or confirm the job address.
Step 
: Set the Job Type to Fixed Price or Cost Plus. You also have the option to enable 'Invoice Retention' for Percentage Complete Jobs. Click Next to move to Step 3.
Step
: Before converting your lead into a job, you have one final step. Under Contract Price, choose whether to lock it to your estimate or leave it unlocked. Leaving it unlocked lets you keep your estimate editable after conversion. Next, confirm the primary Tax Code for client invoicing and select the estimate items you want to bring across. When everything is set, click 
to complete the conversion and start managing your job.
Update Costings In Job Budget
Once your estimate has been converted to a job, continue making costing changes in Job > Estimate > Costings. To sync all updates to your Job budget, click 
or navigate to Job Financials > Budget and click 
. A pop-up will appear to confirm the sync and push all costings to the Job Budget. You’ll see this icon () next to the line item, indicating that it has successfully synced to the job.
See this article for further information on how to create a deposit invoice.