---
title: What Other Financial Documents Can I Convert an Estimate To?
description: Save time by copying the data from your Estimates into another type of financial document.
---

[Skip to content](https://support.jobnimbus.com/what-other-financial-documents-can-i-convert-an-estimate-to#main-content)

English

Show submenu for translations

[Contact Us](https://support.jobnimbus.com/kb-tickets/new?hsLang=en)

![JN\_Logo\_Long-White@1x.png\]](https://support.jobnimbus.com/hs-fs/hubfs/JN_Logo_Long-White@1x.png?height=40&name=JN_Logo_Long-White@1x.png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [Contact Us](https://support.jobnimbus.com/kb-tickets/new)
- [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/)

[Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Help Center](https://support.jobnimbus.com/?hsLang=en)
2. [JobNimbus Legacy](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en)
3. [Legacy Estimates](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-estimates)

# What Other Financial Documents Can I Convert an Estimate To?

## Save time by copying the data from your Estimates into another type of financial document.

#### On This Page

- [Converting to a Material Order](https://support.jobnimbus.com/what-other-financial-documents-can-i-convert-an-estimate-to#MO)
- <https://support.jobnimbus.com/what-other-financial-documents-can-i-convert-an-estimate-to#MO>[Converting to a Work Order](https://support.jobnimbus.com/what-other-financial-documents-can-i-convert-an-estimate-to#WO)
- [Converting to an Invoice](https://support.jobnimbus.com/what-other-financial-documents-can-i-convert-an-estimate-to#invoice)

Within your JobNimbus account:

- Navigate to the **Estimates** tab on the left side menu

![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202025-07-29%20at%208-35-17%E2%80%AFAM-png.png?width=219&height=359&name=Screenshot%202025-07-29%20at%208-35-17%E2%80%AFAM-png.png)

- Click on the **3 dots** in the description panel and select the document you would like to convert the estimate to

![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202025-07-29%20at%208-35-36%E2%80%AFAM-png.png?width=670&height=378&name=Screenshot%202025-07-29%20at%208-35-36%E2%80%AFAM-png.png)

 

---

#### Material Order

This is a feature that must be [enabled](https://support.jobnimbus.com/how-do-i-enable-material-orders?hsLang=en) through settings.

- When selecting this option, a new Material Order will be created, complete with the line items you added to your Estimate. You will see the **associated Estimate's number **at the top. 
    - Any additional line items will need to be manually entered. Changes made to the newly created Material Order will not automatically update the Estimate from which it was converted, and changes made to the original Estimate will not automatically update your Material Order.
- Make sure to hit **Save Material Order** before exiting.

![](https://support.jobnimbus.com/hubfs/Screen%20Shot%202022-08-29%20at%201-51-24%20PM-png.png)

Learn more about creating Material Orders [here](https://support.jobnimbus.com/how-do-i-create-a-material-order?hsLang=en).

 

---

#### Work Order

This is a feature that must be [enabled](https://support.jobnimbus.com/how-do-i-enable-work-orders?hsLang=en) through settings.

- When selecting this option, a new Work Order will be created, complete with the line items you added to your Estimate. You will see the **associated Estimate's number **at the top. 
    - Any additional line items will need to be manually entered. Changes made to the newly created Work Order will not automatically update the Estimate from which it was converted, and changes made to the original Estimate will not automatically update your Work Order.
- Fill out the appropriate fields at the top and then be sure to hit **Save Work Order** when you are done.

![](https://support.jobnimbus.com/hubfs/Screen%20Shot%202022-08-29%20at%201-59-35%20PM-png.png)

Learn more about creating Work Orders [here](https://support.jobnimbus.com/how-do-i-create-a-work-order?hsLang=en).

 

---

#### Invoice

- When selecting this option, a new Invoice will be created, complete with the line items you added to your Estimate.  
    - Any additional line items will need to be manually entered. Changes made to the newly created Invoice will not automatically update the Estimate from which it was converted, and changes made to the original Estimate will not automatically update your Invoice.
- Adjust the **Terms **and **Due Date **fields at the top as needed, then hit **Save Invoice **when you are finished.

![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202025-07-29%20at%208-38-28%E2%80%AFAM-png.png?width=670&height=291&name=Screenshot%202025-07-29%20at%208-38-28%E2%80%AFAM-png.png)

Learn more about creating Invoices [here](https://support.jobnimbus.com/how-do-i-create-an-invoice?hsLang=en).

- [Learning and Training Resources](https://support.jobnimbus.com/learning-and-training-resources?hsLang=en)
- [Jobs, Contacts, and Boards](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#main-content)

    - [Jobs and Contacts](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#jobs-and-contacts)
    - [Boards](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#boards)
    - [Documents & Photos](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#documents-photos)
    - [Subcontractors as Contacts](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#subcontractors-as-contacts)
    - [Communications](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#communications)
- [Calendar and Tasks](https://support.jobnimbus.com/calendar-and-tasks?hsLang=en#main-content)

    - [Syncing Your Calendar](https://support.jobnimbus.com/calendar-and-tasks?hsLang=en#syncing-your-calendar)
    - [Your Calendar](https://support.jobnimbus.com/calendar-and-tasks?hsLang=en#your-calendar)
    - [Tasks](https://support.jobnimbus.com/calendar-and-tasks?hsLang=en#tasks)
    - [Record Scheduling](https://support.jobnimbus.com/calendar-and-tasks?hsLang=en#record-scheduling)
- [Financials](https://support.jobnimbus.com/financials?hsLang=en#main-content)

    - [Estimates](https://support.jobnimbus.com/financials?hsLang=en#estimates)
    - [Invoices](https://support.jobnimbus.com/financials?hsLang=en#invoices)
    - [Work Orders](https://support.jobnimbus.com/financials?hsLang=en#work-orders)
    - [Material Orders](https://support.jobnimbus.com/financials?hsLang=en#material-orders)
    - [Margin and Markup](https://support.jobnimbus.com/financials?hsLang=en#margin-and-markup)
    - [Products and Services](https://support.jobnimbus.com/financials?hsLang=en#products-and-services)
    - [Taxes](https://support.jobnimbus.com/financials?hsLang=en#taxes)
    - [Measurements](https://support.jobnimbus.com/financials?hsLang=en#measurements)
    - [Profit Tracker](https://support.jobnimbus.com/financials?hsLang=en#profit-tracker)
    - [Payments](https://support.jobnimbus.com/financials?hsLang=en#payments)
    - [Credit Memos](https://support.jobnimbus.com/financials?hsLang=en#credit-memos)
    - [Financing](https://support.jobnimbus.com/financials?hsLang=en#financing)
- [Reports](https://support.jobnimbus.com/reports?hsLang=en#main-content)

    - [Insights](https://support.jobnimbus.com/reports?hsLang=en#insights)
    - [Classic Reports](https://support.jobnimbus.com/reports?hsLang=en#classic-reports)
    - [Built-in Reports](https://support.jobnimbus.com/reports?hsLang=en#built-in-reports)
    - [Analytics](https://support.jobnimbus.com/reports?hsLang=en#analytics)
- [Settings](https://support.jobnimbus.com/settings?hsLang=en#main-content)

    - [General Settings](https://support.jobnimbus.com/settings?hsLang=en#general-settings)
    - [Company Info](https://support.jobnimbus.com/settings?hsLang=en#company-info)
    - [Team](https://support.jobnimbus.com/settings?hsLang=en#team)
    - [Groups](https://support.jobnimbus.com/settings?hsLang=en#groups)
    - [Estimate Settings](https://support.jobnimbus.com/settings?hsLang=en#estimate-settings)
    - [Workflows](https://support.jobnimbus.com/settings?hsLang=en#workflows)
    - [Templates](https://support.jobnimbus.com/settings?hsLang=en#templates)
    - [Forms](https://support.jobnimbus.com/settings?hsLang=en#forms)
    - [Subscription](https://support.jobnimbus.com/settings?hsLang=en#subscription)
    - [Mobile Settings](https://support.jobnimbus.com/settings?hsLang=en#mobile-settings)
- [Automations](https://support.jobnimbus.com/automations?hsLang=en#main-content)

    - [Event-Based Automations](https://support.jobnimbus.com/automations?hsLang=en#event-based-automations)
    - [Time-Based Automations](https://support.jobnimbus.com/automations?hsLang=en#time-based-automations)
    - [Automation Recipes](https://support.jobnimbus.com/automations?hsLang=en#automation-recipes)
- [Engage](https://support.jobnimbus.com/engage?hsLang=en#main-content)

    - [Set-Up](https://support.jobnimbus.com/engage?hsLang=en#set-up)
    - [Usage](https://support.jobnimbus.com/engage?hsLang=en#usage)
- [AssistAI](https://support.jobnimbus.com/assistai?hsLang=en)
- [JobNimbus Marketing](https://support.jobnimbus.com/jobnimbus-marketing?hsLang=en)
- [JobNimbus Payments](https://support.jobnimbus.com/jobnimbus-payments?hsLang=en#main-content)

    - [Account Set-Up](https://support.jobnimbus.com/jobnimbus-payments?hsLang=en#account-set-up)
    - [Usage](https://support.jobnimbus.com/jobnimbus-payments?hsLang=en#usage)
    - [Fees and Transactions](https://support.jobnimbus.com/jobnimbus-payments?hsLang=en#fees-and-transactions)
    - [Tracking and Reporting](https://support.jobnimbus.com/jobnimbus-payments?hsLang=en#tracking-and-reporting)
- [QuickBooks](https://support.jobnimbus.com/quickbooks?hsLang=en#main-content)

    - [General QuickBooks Info](https://support.jobnimbus.com/quickbooks?hsLang=en#general-quickbooks-info)
    - [QuickBooks Online](https://support.jobnimbus.com/quickbooks?hsLang=en#quickbooks-online)
    - [Accounting Sync](https://support.jobnimbus.com/quickbooks?hsLang=en#accounting-sync)
    - [QuickBooks Desktop](https://support.jobnimbus.com/quickbooks?hsLang=en#quickbooks-desktop)
- [Suppliers](https://support.jobnimbus.com/suppliers?hsLang=en#main-content)

    - [ABC Supply](https://support.jobnimbus.com/suppliers?hsLang=en#abc-supply)
    - [QXO](https://support.jobnimbus.com/suppliers?hsLang=en#qxo)
    - [SRS Distribution](https://support.jobnimbus.com/suppliers?hsLang=en#srs-distribution)
    - [Third-Party Suppliers](https://support.jobnimbus.com/suppliers?hsLang=en#third-party-suppliers)
- [Integrations](https://support.jobnimbus.com/integrations?hsLang=en#main-content)

    - [API](https://support.jobnimbus.com/integrations?hsLang=en#api)
    - [Angi](https://support.jobnimbus.com/integrations?hsLang=en#angi)
    - [ArcSite](https://support.jobnimbus.com/integrations?hsLang=en#arcsite)
    - [BirdEye](https://support.jobnimbus.com/integrations?hsLang=en#birdeye)
    - [CompanyCam](https://support.jobnimbus.com/integrations?hsLang=en#companycam)
    - [EagleView](https://support.jobnimbus.com/integrations?hsLang=en#eagleview)
    - [Get The Referral](https://support.jobnimbus.com/integrations?hsLang=en#get-the-referral)
    - [Global Payments](https://support.jobnimbus.com/integrations?hsLang=en#global-payments)
    - [HailTrace](https://support.jobnimbus.com/integrations?hsLang=en#hailtrace)
    - [Hover](https://support.jobnimbus.com/integrations?hsLang=en#hover)
    - [Leap](https://support.jobnimbus.com/integrations?hsLang=en#leap)
    - [mySalesman](https://support.jobnimbus.com/integrations?hsLang=en#mysalesman)
    - [naturalForms](https://support.jobnimbus.com/integrations?hsLang=en#naturalforms)
    - [Podium](https://support.jobnimbus.com/integrations?hsLang=en#podium)
    - [RoofScope](https://support.jobnimbus.com/integrations?hsLang=en#roofscope)
    - [SalesRabbit](https://support.jobnimbus.com/integrations?hsLang=en#salesrabbit)
    - [Simplii](https://support.jobnimbus.com/integrations?hsLang=en#simplii)
    - [Solo](https://support.jobnimbus.com/integrations?hsLang=en#solo)
    - [Spotio](https://support.jobnimbus.com/integrations?hsLang=en#spotio)
    - [SumoQuote](https://support.jobnimbus.com/integrations?hsLang=en#sumoquote)
    - [Sunlight Financial](https://support.jobnimbus.com/integrations?hsLang=en#sunlight-financial)
    - [Toolsey](https://support.jobnimbus.com/integrations?hsLang=en#toolsey)
    - [Wisetack](https://support.jobnimbus.com/integrations?hsLang=en#wisetack)
    - [Xactimate](https://support.jobnimbus.com/integrations?hsLang=en#xactimate)
    - [Zapier](https://support.jobnimbus.com/integrations?hsLang=en#zapier)
- [Additional Resources](https://support.jobnimbus.com/additional-resources?hsLang=en#main-content)

    - [General](https://support.jobnimbus.com/additional-resources?hsLang=en#general)
    - [Sales and Financial Information](https://support.jobnimbus.com/additional-resources?hsLang=en#sales-and-financial-information)
    - [Backing up data](https://support.jobnimbus.com/additional-resources?hsLang=en#backing-up-data)
- [App Status](https://support.jobnimbus.com/app-status?hsLang=en)
- [Suggestions](https://support.jobnimbus.com/suggestions?hsLang=en)
- [JobNimbus Legacy](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#main-content)

    - [Legacy Estimates](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-estimates)
    - [Legacy Invoices](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-invoices)
    - [Legacy Material Orders](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-material-orders)
    - [Legacy Budgets](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-budgets)
    - [Legacy Mobile](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-mobile)
    - [Legacy Integrations](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-integrations)
    - [Legacy Jobs and Contacts](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-jobs-and-contacts)
    - [Legacy Subscriptions](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-subscriptions)
- [Analytics](https://support.jobnimbus.com/analytics?hsLang=en)

[![JN\_Logo\_Long-White@1x](https://support.jobnimbus.com/hs-fs/hubfs/JN_Logo_Long-White@1x.png?width=241&height=31&name=JN_Logo_Long-White@1x.png "JN_Logo_Long-White@1x")](http://www.jobnimbus.com)

JobNimbus Help Center

Copyright © 2025, JobNimbus