Book work from an approved estimate

1. 1

   Navigate

   Open the approved estimate

   Use the Approved view and confirm the customer, property, latest version, accepted status, and absence of an existing converted job.

2. 2

   Verify

   Verify acceptance evidence

   Read the acceptance time, accepted version, signer or office record, and any customer conditions before booking.

3. 3

   Verify

   Confirm deposit requirements

   Check whether a deposit is required and verified; do not treat a created payment request as a completed payment.

4. 4

   Select

   Confirm job type and scope

   Choose install, takeover, site visit, or other supported work based on the accepted quote and existing alarm-system state.

5. 5

   Choose an option

   Choose a conflict-free visit

   Select customer availability, technician, duration, and slot only after Scheduler reports no unresolved conflicts.

6. 6

   Verify

   Verify linked records

   After booking, confirm the estimate links to exactly one work order and visit with the correct customer, property, scope, and status.

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