From Booking to Job
See how a signed estimate automatically becomes a scheduled job with its own JOB number.
What this video covers
- The automatic lead-to-job conversion
- Where the new job appears
- Job details carried over from the estimate
Jobs & Scheduling
From Booking to Job
See how a signed estimate automatically becomes a scheduled job with its own JOB number.
Updated Jul 8, 2026
video · jobs · booking · workflow
Related Guides
- Building an Estimate: Complete Guide
- Quick Start Guide: Complete Setup Checklist
- Creating Your First Lead
- Setting Up Payment Processing
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