Convert an Estimate to a Booking

Convert an estimate to a booking

If a customer receives a quote and wants to make a booking, the estimate must be converted to a booking. To do this:
  1. Go to the estimate
  2. Click Estimate at the top right of the page
  1. Go to Estimates
  2. Select the type of estimate you wish to view or select All Estimates
  3. On the overview of the estimate you wish to convert click Actions
  4. Select Convert to Booking

5. Complete the booking form
6. Press Save Changes

7. This will bring up the booking confirmation email. Press Send to email the booking confirmation to the customer


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