How to schedule work from an approved estimate

INTENDED SEARCHES: schedule estimate, create job from estimate, approved estimate scheduling

Approved estimates can be used to create or schedule work when the account is configured for that workflow.

Steps:

1. Open the approved estimate.

2. Review the estimate items and service address.

3. Select the scheduling or job creation option if available.

4. Choose the service or work item being scheduled.

5. Select date, team, frequency, and notes if shown.

6. Review address and customer details.

7. Save the job or schedule.

Before scheduling, check:

- Estimate is approved.

- Correct customer and address.

- Correct service or item.

- Correct date and frequency.

- Correct team if assigned.

- Budget hours are realistic.

- Admin notes and customer notes are clear.

Why this matters:

Scheduling connects the approved estimate to field work, team planning, dispatch, and billing.

Support note:

If you cannot find the option, cannot save the record, see different fields, or receive an error, contact support with the page, record name or number, what you clicked, what happened, and a screenshot if possible.