Convert to Work Order

Convert an approved estimate into a work order with a single click, carrying over the customer details, products, and notes so you can start scheduling immediately.

How to Access

Navigate to Estimates → click on the estimate you want to convert, then click Actions → Convert to Work Order.

Converting an Estimate to a Work Order

1. Open the estimate from the Estimates list by clicking its name or number.
2. Verify the estimate details, products, and totals are correct before converting.
3. Click Actions → Convert to Work Order.
4. Confirm the conversion when prompted.

Result: A new work order is created with the customer and product data from the estimate. The estimate status may be updated to reflect the conversion.

What Data Carries Over

When you convert an estimate to a work order, the following information transfers automatically:

• Customer — the display name, contact person, and all associated customer details
• Service Address — the service location from the estimate
• Billing Address — the billing information from the estimate
• Products and Line Items — all products, quantities, rates, and calculated totals
• Work Description — the description entered on the estimate
• Tax Rate — the tax rate configured on the estimate
• Contact Information — email, phone, and mobile numbers from the estimate

What to Verify After Conversion

After the work order is created, open it to verify and complete the following:

1. Confirm all products and line items transferred correctly with the right quantities and pricing.
2. Assign a service provider to the work order if you are ready to schedule. See Creating a Work Order for scheduling details.
3. Set the schedule dates (start and finish) for when the work should be performed.
4. Add any additional information such as job type, priority, or custom fields that are specific to the work order.
5. Review the service address to ensure the dispatch location is correct.

Additional Estimate Actions

Beyond converting, the estimate detail page provides several other actions through the Actions dropdown:

• Save Changes — save any edits to the estimate details or products
• PDF Estimate — generate a PDF document of the estimate for printing or offline sharing
• Copy Estimate — duplicate the estimate to create a similar one for another customer or job
• Close Only — close the estimate without converting it to a work order
• Cancel Estimate — cancel the estimate if the customer declines
• Delete Estimate — permanently remove the estimate (administrator only)

Next Steps

• Creating a Work Order — learn about all the fields available when setting up a work order
• Work Order Details & Tabs — explore all tabs on the work order detail page
• Calendar View — schedule the new work order on your dispatch calendar