To convert the estimate into a job, click the last tab in the estimate "Create Job''
- The Description, Building Type and Customer Name will be populated by the detail that was entered in these fields at quote creation stage
- Put in the expected start date (optional)
- Choose the invoice method "Contract Price", "Cost plus", "Completion Percentage". The invoice method must be chosen at this stage, when the estimate is converted, this invoice method is locked down and cannot be changed.
- The contract total from the estimate
- Leave this ticked if you want to use the Buildxact default invoice set up, or untick to create your own invoice stages
- Click OK, the estimate will open into the new job