Overview
After the customer accepts, convert the estimate to a job. Customer, jobsite, pricing, and documents carry forward for scheduling and production.
Where in the app: Estimate detail → Convert to Job (when available)
Open: Estimates
When to convert
Convert when the proposal is approved and you are ready to schedule install or fulfillment. The estimate remains in history; the job becomes the operational record.
What transfers
| From estimate | To job |
|---|---|
| Customer and jobsite | Job customer and address |
| Line items and pricing | Job costing baseline |
| Documents and drawings | Job packet references |
| Shop drawings (if attached) | Available on job documents |
Next steps
Open the job from Jobs. Follow the Job workflow to schedule, execute, and invoice.
See Fence job lifecycle.