Convert a booking to an estimate

Short answer

Opens the normal estimate screen pre-filled with the client, address, title, scope from the answers/notes/AI analysis and all booking photos. Nothing is saved until the user saves it.

Create an estimate from a booking

1. Open the booking. If it is not completed yet, click Mark completed.
2. Click Convert to estimate, choose Standard (or Advanced on Agency/Enterprise) and, if a fee was paid, whether to deduct it or keep the estimate separate.
3. Click Open estimate wizard, add materials, labor, pricing and more photos, then save or send as usual.

After saving, the booking shows Open estimate. If that estimate is deleted, the booking shows Convert to estimate again.

Rules and limits

• The booking must be marked completed first.
• When the approved estimate becomes a project, the booking's fee invoice appears there as a booking payment.

Still stuck?

If WinkScope does not behave the way this page describes, do not work around it. Open a ticket from Support > My Tickets with the page you were on and a screenshot, and the team will look at the account directly.