An approved estimate is a green light. Rather than retyping everything, you convert it directly into the next thing you need — the work you scoped flows straight through.
When you’d use this
Convert the moment the client approves, while the scope is fresh. For fixed-price work, convert straight to an invoice and send it with the deposit already applied. For longer jobs, convert to a project first so you can track time and expenses against the quoted scope, then raise invoices from the project as milestones land. Doing both keeps the quote, the work, and the billing tied to the same numbers, which is what makes the profit report meaningful.
Convert to an invoice
Ready to bill? Convert the approved estimate into an invoice. Your tasks, fees, discounts, and totals carry over, so you can send the bill without rebuilding it.
Convert to a project
Ready to start the work? Convert it into a project instead. The job moves from quote to active work with its details intact.
Turn line items into checklist goals
You can also convert the estimate’s line items into checklist goals on a project. What you quoted becomes what you track, so the scope you sold is the scope you deliver against.
Tip: Convert to a project and an invoice for the same approved estimate — one to organize the work, one to bill for it — without re-entering a single line.
FAQ
Can I convert an estimate that is not approved yet?
No. Conversion needs an approved estimate so the numbers are settled. You can still create an invoice or project by hand for work that was agreed informally.
Can I edit the invoice after converting?
Yes, while it is still a draft. Adjust line items or add extras before you send it; the estimate stays as the record of what was quoted.
Can I convert one estimate into several invoices?
Convert it to a project, then invoice from the project in stages. Each invoice can bill part of the scope or the tracked time for that period.
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