Converting an Estimate to a Job

Overview
All jobs in PrintPoint begin as estimates. This is true even if you don’t really estimate the job, but merely use the estimate form to setup the first level...
Thu, Oct 20, 2022 at 4:31 PM
Before You Begin
You should.... Set your Job Preferences - Refer to Preferences chapter Set your preferences for the Next Job Number - File Menu > Preferences > Seq...
Thu, Oct 20, 2022 at 4:31 PM
Converting an Estimate To a Job from an Estimate Detail Screen
1. Create a new or open and existing estimate Select NEW for a NEW estimate, OR select an existing estimate from the list. 2. Click one of the t...
Thu, Oct 20, 2022 at 4:32 PM
Converting an Estimate To a Job from the Estimate List View
NOTE: This method is for converting one estimate at a time. If this is a linked estimate, please refer to the section called Converting Linked Estimates t...
Thu, Oct 20, 2022 at 4:32 PM
Converting Linked Estimates to a Job
PrintPoint provides you the option of converting linked estimates to a job. This is beneficial if, for instance, you have a cover estimate and a text esti...
Thu, Oct 20, 2022 at 4:32 PM