Each estimate is either closed or dropped off.
The system considers the estimate based on which the work order was created to be successful. The estimate should be transferred to the unsuccessful status if the client declines your offer.
How to transfer an estimate to a work order?
To do this, you need to change the status of the estimate to "Order created".
Once the appropriate status is set, the current estimate will automatically be converted into a new work order.
All client, product, and additional information will be automatically transferred to this work order, including all products and services in the needed quantity you added during the estimate stage.
Also, all events during the estimation stage will be transferred to this work order.
Please note that this action is irreversible, i.e., you cannot transfer the work order back to the estimate.
Done! Now you work with this document as if it were a work order. For more information on processing work orders, see this section of the Help Center.
Please note that after creating a work order, you can create a prepayment or an invoice in the Payments and Invoices tab.
How to transfer an estimate to an unsuccessful status?
To do this, you need to change the status of the estimate to "Canceled" or "Rejected."
We don't recommend deleting lost estimates to save the communication history with the client.
