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Eptura Knowledge Center

Turn an Estimate into a Work Order

After an estimate is created, it is then ready for review prior to creating a work order for the customer.

Create a Work Order from an Estimate

Let's turn an estimate into a work order.

  1. Navigate to Invoices.
  2. You can either:


The New Estimate screen displays.

  1. To add a line to the estimate, click the New Line Item button. 

You can either add a line item for:

  • Parts
  • Labor
  • Other Costs

Add Part

  1. Click the Add Part item. The new line item is added.​​


  1. The Mandatory fields are automatically populated and you can complete the fields.

Add Labor

  1. Click the Add Labor item. The Add Service Tasks displays.​​​​​​​


  1. Select the service task.
  2. Click the Add to Estimate button.


  1. After all line items are in the estimate, then click the Create Work Order button.