• "How do I take a customer deposit on a work order?"
• "I created an estimate, and now I want a deposit before doing the work."

Deposits can only be taken once a customer has agreed to proceed with work on their vessel. In other words, you can only use the Take Deposit function for Work Orders. Below are the steps to convert an Estimate to a Work Order.

Resolution Steps

1. Navigate to Menu → Service → Estimates.
2. Search for the estimate using Contact Name, Vessel Name, or Estimate Name.
3. Scroll down to the Jobs section of the estimate.
4. Mark each job the customer has agreed to as Approved.
   • Only jobs checked as Approved will transfer to the work order.
5. Click Create Work Order (top right of the page).
6. In the newly created Work Order view, click the Take Deposit button.

Verification: The deposit should appear on the customer's account.