Add a Project (Job) from an Estimate
When an estimate has been approved the next step is to create a project or job. This article explains how to create a Project from an Estimate.
The Estimates & Approvals page will open with a list of Estimate & Approvals after clicking Estimates & Approvals in the sub-heading bar. Click the down arrow menu option and select Send estimate if the status is Not Sent
The quick address link for Estimates are: /?estimates
The ADD NEW form opens. Complete the fields according to the Project data.
Click SAVE when finished.
The address bar link is : /?projects
The new project has been created.