✅ Step 1: Find the Estimate
Go to the Services tab.
Look under Estimates and open the estimate you want to convert.
✅ Step 2: Review the Estimate
Double-check that all parts, issues, and labor are correct.
Make any edits if needed (add notes, update pricing, or attach files).
✅ Step 3: Convert to Service
Click Create Service.
This action changes the estimate status to an active service job.
If mileage or hours tracking is enabled, enter starting details.
✅ Step 4: Manage the Service
Once converted, assign a mechanic or tech, add parts, and track progress as usual.
The job is now ready to be worked on and updated through completion.
✅ That’s it!
Your estimate is now an active service — time to get the job done.