Turn Estimate into Visit

To create a visit from an already accepted estimate you will go to the Finance Tab>Estimates.

Search for the estimate you want to turn into a visit and click the magnifying glass button.

Once you are on the estimate detail page, click the “Create Event” button.

In the popup pick the property that you’d like to service.
(If you have not added a property for your customer yet you need to add a Property first. To learn how to do that click here.

Once you click the “Create Event” button you should be redirected to the “New Visit” page with most of the fields already populated from the Estimate.

Please make sure to select the date for your visit, etc and click the “Create Visit” button when done.

Your visit will then show up on the Schedule page.

Updated on February 25, 2024
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