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Converting an Estimate to a Job

Step One: Click on the [Convert To Job] button.


Step Two: Click on the [Job] button.


Step Three: Select [Out] or [In House] by clicking the appropriate choice.


Step Four: Select [Yes] or [No] by clicking the appropriate choice.


Jobs are displayed in blue.



Converting a Job to an Estimate

Step One: Click on the [Convert to Est] button.


Step Two: Click on the [Estimate] button.


Estimates are displayed in gray.

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