Estimates & invoices
Why can't I convert an estimate straight to an invoice?
The flow is Estimate → Job → Invoice, and that's deliberate.
There's no direct estimate-to-invoice button, because in field service the work happens between the two. You quote it, you do it, then you bill for what was actually done — which is rarely identical to the quote.
The flow is: approve the estimate → it converts to a job → the job gets done → create the invoice from the job, pre-filled with that job's line items.
This is what makes it possible to bill accurately when the scope changed on site, when a second visit was needed, or when a part came in at a different price.
Optional line items on an estimate are filtered out on conversion unless the customer selected them, so you don't inherit work nobody agreed to pay for.
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