How do I convert an Estimate into a Work Order in Zoho FSM?

How do I convert an Estimate into a Work Order in Zoho FSM?

Converting an estimate into a Work order

  1. Go to the estimate's details page.
  2. Click Convert to Work Order.



  3. Review and make any necessary changes.
  4. Enter the preferred dates.
  5. Click Save.

Info
You can convert an Estimate into a Work order only if the Estimate has been sent and its status is Approved.