What Types of Other Financial Documents Can I Convert a Work Order To?

Save time by copying the data from your Work Orders into another type of financial document.

Jump to:

• Converting to a Material Order
• Converting to an Estimate
• Converting to an Invoice

Within your JobNimbus account, navigate to the Work Order you want to convert:

• Click on the 3 dots in the description panel
• Hover over "Convert to"
  
  
• This action can also be done next to the file under the Work Orders tab of a Contact or Job
  
  

Material Order

This is a feature that must be enabled through settings.

• When selecting this option, a new Material Order will be created, complete with the line items you added to your Work Order. 
  • Any additional line items will need to be manually entered. Changes made to the newly created Material Order will not automatically update the Work Order from which it was converted, and changes made to the original Work Order will not automatically update your Material Order.
• Make sure to hit Save material order before exiting. The number of the Work Order that was converted will appear at the top of the new Material Order.

Estimate

• When selecting this option, a new Estimate will be created, complete with the line items you added to your Work Order. 
  • Any additional line items will need to be manually entered. Changes made to the newly created Estimate will not automatically update the Work Order from which it was converted, and changes made to the original Work Order will not automatically update your Estimate.
• Configure the fields at the top as needed, then hit Save estimate when you are finished.
  • If the feature is enabled, you can also make additional markups to your line items while editing the Estimate.

Invoice

• When selecting this option, a new Invoice will be created, complete with the line items you added to your Work Order. 
  • Any additional line items will need to be manually entered. Changes made to the newly created Invoice will not automatically update the Work Order from which it was converted, and changes made to the original Work Order 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.