Turn Estimate Into a Visit

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Written by Steven
Updated 1 year ago

To create a visit based on an already accepted estimate, go to the estimate detail page and click the "Create Event" button:

In the popup, please pick the property that you'd like to service:

(If you have not yet added a property for your customer, you need to add a Property first. You can do that on the Properties page)

Once you click the "Create Visit" button, you should be redirected to the "New Visit" page, with most fields already populated.

Please select the date for your visit, etc., and click the "Create Visit" button when done.

Your visit should now show up on the Schedule page.

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