Turn an Estimate into a Work Order

Create a Work Order from an Estimate

Let's turn an estimate into a work order.

1. Navigate to Invoices.
2. You can either:
   • Create a New Estimate.
   • If there is an existing estimate, then select the existing estimate.

The New Estimate screen displays.

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

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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.​​

2. 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.​​​​​​​

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

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