Manual Approvals
If your customer is not going to use the digital/online estimate acceptance process, you can manually approve the estimate and convert it to a job by hovering the mouse over the Create Job icon at the bottom of the estimate and selecting to either Convert to New Job or Convert to Existing Job:
If choosing Convert to Existing Job you will first be shown a list of current jobs to select from. Once selected you will proceed to the Authorise Estimate screen shown below.
Here you can tick the Approved box beside each job section you wish to carry forward into the job, then click Create Job when you are ready to proceed, and you will be taken to a Job Work in Progress screen with all the customer and job details carried forward from the estimate.
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