What Types of Other Financial Documents Can I Convert an Estimate To?

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

Jump to:

• Converting to a Budget
• Converting to a Material Order
• Converting to a Work Order
• Converting to an Invoice

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

• Click on the 3 dots in the description panel
• Hover over "Convert to"
  
  
• This action can also be done within the Estimates panel under the Financials tab of a Contact or Job
  
  

Budget

This is a feature that must be enabled through settings.

• When selecting this option, a new Budget will be created, complete with the line items you added to your Estimate. You will see the Price field at the top of the Budget has automatically associated with the Estimate.
  
  • Any additional line items will need to be manually entered. Changes made to the newly created Budget will not automatically update the Estimate from which it was converted, and changes made to the original Estimate will not automatically update your Budget.
• Make sure to hit +Save budget before exiting.

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 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.

Work Order

This is a feature that must be enabled 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.

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.