Customers
Convert
What this approved estimate turned into, line by line.
Where and How
Convert
Customers › Estimates › Estimate
What this approved estimate turned into, line by line.
What It Does
Lists each accepted line, what it became and its locked price.
What It Changes
Each accepted line keeps its signed price for the season.
How to Use
- Check each line became the right Service.
- Open the Service to change dates.
- Check billing on the customer.
From the same help as the card in the app.