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Create a Job (from a Lead/Estimate)

Everything to know to convert Leads to Jobs

Updated this week

In this video, you will learn how to:

  1. What to know and do before you convert your Job

  2. How the Lead > Estimate > Job project flow works

  3. The types of jobs available (Fixed Price, Cost-Plus, Percentage Complete with/without retention)

  4. Summary checklist of what to check before creating the job


    ​Do you need to add cost items after the project was converted to a job?
    Check out this article

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