Can I convert an Estimate into a Material Order?

Easily pull details from an existing Estimate to save time when creating a Material Order

To create the Material Order from an existing Estimate:

  • Open the Estimate for which you want to order materials
  • Click on the 3 dots in top right of the Estimate details panel
  • Hover over "Convert to" in the drop-down menu
  • Select Material Order

This can also be done from the drop-down menu in the Estimate panel.

Material Orders - Convert