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Estimates · Episode 68

Convert an Accepted Estimate into a Job

Length 3:10Recorded in the real appDownload

About this video

Turn an accepted estimate into a job in KaamCam with one click: the client, contact details, site address and quoted revenue carry over. Rename the job, see the estimate linked from the job, schedule the first crew visit from Scheduling, and see how Create invoice on the same estimate bills a deposit, a percentage or the remaining balance.

Chapters

  1. Intro
  2. Open the accepted estimate
  3. Convert to Job
  4. Schedule the first visit
  5. Invoice from the same estimate

Run your next job in KaamCam.

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