01
Estimate conversion
Create a work order from an approved estimate with its line items carried over. Required deposits are checked during conversion.
Work order management software
Turn approved estimates into work orders.
Quote the work, record client approval, and carry the estimate into a work order. Prepare the invoice from the job instead of starting another document from scratch.
Free 14-day trial with full Team features. No credit card required.JOB #1042
Pump replacement
One customer. One connected record.
01
EST-1042Estimate approved
02
WO-1042Work order in progress
03
INV-1042Invoice prepared
The scope stays with the work.
Estimate conversion
Recorded client approval
Optional deposits
Built for the work
Keep the scope with the job.
02
Recorded client approval
Clients can approve or decline a sent estimate in the portal. The response updates the estimate status for your team.
03
Optional deposits
Set a deposit on an estimate when you need payment before starting work. Paid deposits are credited on the connected invoice.
04
Parts and labor lines
Keep the products, services and labor you plan to bill on the work order, with quantities and prices available for review.
05
Job photos
Attach photos to the work order to document what your team found and the work performed.
06
Invoice preparation
Generate an invoice from a work order, then review it before sending a payment request.
In your working day
From the estimate to the invoice
For a repair visit, start with the customer’s reported problem and a parts-and-labor estimate. Carry the approved scope into a work order, record the completed work, and review the connected invoice before sending it.
Price the proposed work
Choose a client, describe the job, and add products, services and labor. Review quantities, pricing and tax before sending the estimate.
Confirm approval
The client reviews and responds through the portal. If the estimate requires a deposit, it must be paid before you convert the estimate to a work order.
Create the work order
Carry the estimate line items into the job. Set its schedule and technician, then keep parts, photos and work details with the work order.
Review and invoice
Prepare an invoice from the work order. Check the billable items and any paid deposit credit before requesting payment.