Estimates

Open Estimates. Statuses you will see:

Status	Meaning
Draft	Still being written
Accepted	Customer agreed
Declined	Customer passed
Converted	Turned into a job

Create an estimate

• From Estimates → new estimate
• From a job (common on the truck — see Estimates on site)

Line items can come from the price book or be typed. Tax uses the company default unless you override it on the document. TODO: confirm per-line tax toggles in the current form.

Convert to a job

Owners, admins, and senior technicians can convert an estimate into a job. Regular technicians can write and save estimates (including offline drafts) but do not convert them.

Converted estimates keep the link so the office can invoice from the resulting job.

What techs can do

Field techs can create and edit estimates on site, including while offline. Those drafts sync when the phone is back on a network. The office should review totals before promising a schedule slot.

Good habits

• Put the customer and service address on the estimate before sending a number.
• After acceptance, convert promptly so Schedule stays true.
• Do not treat a draft in a tech’s offline queue as already in the office until sync finishes.