Open the booking. If it is not completed yet, click Mark completed. Full steps below.
Where: Open a completed booking > Convert to estimate
Plans: Starter and above (Standard). Advanced: Agency, Enterprise, Demo.
Steps
Open the booking. If it is not completed yet, click Mark completed.
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.
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 a step does not match what you see on screen, stop there and open a ticket from Support > My Tickets with a screenshot of that step. The team will look at the account directly.