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How can I Convert an Estimate to a Schedule

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  • How can I Convert an Estimate to a Schedule

    I have just used the estimate function to quote on a job. The estimate was successful. Now, How do I schedule the work in the estimate into my schedule for next week without having to enter each item individually into a new job for the day?

    I know that you can convert an estimate into a invoice but I need to convert it into a scheduled job. Can this be done?

    Regards,
    Ross

  • #2
    Hi Ross,

    Gopher doesn't have the ability to take an estimate and automatically turn it into a job. It's a good idea.
    To do this, you need to schedule the jobs in as you would normally.
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    • #3
      Quote[/b] (Team Gopher @ Feb. 02 2006,2:06)]Hi Ross,

      Gopher doesn't have the ability to take an estimate and automatically turn it into a job. It's a good idea.
      To do this, you need to schedule the jobs in as you would normally.
      I think this feature would be a high priority for the next version of Gopher. Especially if you have several components in the estimate. Having to re-schedule the whole estimate again is a real pain in the rrr's.

      Cheers,
      Ross

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      • #4
        i agree with ross, i just finished about a dozen estimates and now i have to either not schedule them, and convert them to invoices, or re-enter them....

        being able to make an estimate, and then scedule would be very nice.

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