Turn an estimate into a job

Create a job from an approved estimate in one click, or book work straight onto the schedule without an estimate.

A job is work you've sold and need to do. It carries the line items, the address and the crew, and records everything that happens on site.

From an approved estimate

Open the accepted estimate and click Create job.
Check the Job title and Priority.
Set Schedule for and the Estimated duration. If you don't have a date yet, clear the Schedule for field and the job waits in Unscheduled.
Click Create job.

Every accepted line carries over to the job. Optional extras the customer didn't tick are left off.

Go to Jobs and click New job.
Choose the customer, give the job a Job title and write the Scope / instructions for the crew.
Choose the Service address, Priority, Start, Duration and Crew. Clear Start if you haven't picked a date.
Under What are you charging for?, add services from your price book. The invoice is built from these later.
Tick the people doing the work under Assign technicians, and click Create job.

A job with a start time goes on the calendar as Scheduled. A job without one waits in Unscheduled, ready to drag onto the calendar. See Schedule jobs and plan the day.
Only people marked Can be scheduled on jobs on the Team page appear under Assign technicians.
Jobs move through Unscheduled, Scheduled, Dispatched, In progress, On hold, Complete and Invoiced. On the Jobs page, choose Board to drag jobs between those columns.
To cancel a job, choose Cancel job from the job's ⋯ menu. It comes off the calendar. A job that has already been invoiced can't be cancelled.
For the day itself, see Run a job from start to finish.