Estimates

How to Take a Deposit on a Work Order
"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." Depo...
Mon, 8 Dec, 2025 at 9:21 AM
Estimates Missing from List
If you find all your estimates are missing, only 'one work order is appearing,' or just some of your estimates are missing from your estimate list, ...
Fri, 30 Nov, 2018 at 9:14 AM
How to Convert an Estimate to a New or Existing Work Order
How to Convert an Estimate You can convert an Estimate into a new Work Order or you can add an Estimate to an existing Work Order. Here are the steps to pe...
Mon, 3 Jun, 2019 at 9:38 AM
How to Set Up an Estimate in the Service Module
"How do I set up an estimate?" "What do I need when making an estimate?" "How do I create a work order?" "How do I ...
Tue, 2 Dec, 2025 at 7:43 AM