Converting a Estimate to an Invoice

Roopairs allows you to convert an existing Estimate into a New Job which you are then able to assign to one or more of your technicians.

Approve an Estimate

In order to convert an Estimate into a New Job you must first approve the already existing Estimate.

• From the Dashboard navigate to the Estimates section and then click on a sent estimate.
• Or click on Estimates on the left and then select the sent Estimate you wish to convert.
• Once you have selected your Estimate you can scroll to the bottom of the page and select Mark as Approved.
• Verify that the details of the Estimate are correct. If all looks correct, click the Approve button at the bottom.

Convert Estimate

Once you have approved your Estimate you should see the status at the top of the page change to “Approved and Unconverted”.

• Scroll to the bottom of the page and select Convert to Invoice.
• You should notice the Invoice Details show that this Invoice will be created from your currently Unconverted Estimate. Add the additional invoice details and then click Create at the bottom of the page to officially convert this Estimate to a New Invoice. If you need help creating the invoice details you can follow our step by step guide HERE.