Convert an Inquiry to an Estimate

Convert an inquiry to an estimate

If a customer has made an inquiry and staff have responded by providing a quote for the job, users can convert the inquiry to an estimate, instead of creating a new estimate. To do this:
  1. Go to the inquiry
  2. Click Inquiry at the top right of the page
  3. Select Convert to Estimate
  4. Complete the estimate form
  5. Press Save Changes
  6. This will bring up the estimate email. Press Send to email the quote to the customer

Alternatively,
  1. Go to Inquiries
  2. Select the type of inquiry you wish to view or select All Inquiries
  3. On the overview of the inquiry you wish to convert click Actions
  4. Select ‘Convert to Estimate
  5. Complete the estimate form
  6. Press Save Changes
  7. This will bring up the estimate email. Press Send to email the quote to the customer

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