- Help Center
- Financials
- Work Orders
What types of other financial documents can I convert a Work Order to?
Not only can you convert an Estimate to a Work Order, but you can also create a Work Order and convert it to other Financial documents.
To convert a Work Order:
- Open a Work Order
- Click on the 3 dots in the Work Order description panel
- Hover over "Convert to"
- Select any Financial document
This is also available through the Work Orders tab.
The different documents you can convert a Work Order to are: