thread Re: convert an estimate to an appointment in Archived Discussions (Read Only)

convert an estimate to an appointment

David_DLR — Tue, 21 Sep 2021 16:42:44 GMT

I provide a service of detailing vehicles and I am using the Estimate functionality to send quotes to my potential customers.

Once a customer accepts my quote, I want to convert that quote into my schedule without needing to retype all of the services that I provided within the estimate.

Is there any way that these can be converted? I'm seeing a lot of posts about converting directly to an invoice, but I do not want to do that as the final invoice may vary during the course of the service and I need to make adjustments to the invoice during the service.

Thanks for any feedback

Regards,

Dave

Re: convert an estimate to an appointment

JJ_ — Wed, 22 Sep 2021 22:42:16 GMT

Hi and welcome to the Seller Community! 👋

This would be considered a feature request at this time, @David_DLR

As you may know estimates are a product that lives under Square Invoices at this time and that is the reason that they convert into invoices. Keep an eye on the Beta Community to stay on top the upcoming updates and products by Square.

Re: convert an estimate to an appointment

David_DLR — Wed, 22 Sep 2021 22:43:48 GMT

Ok, thank you for that information.

Does this mean I have to make a request for the modification to be considered somewhere?

Re: convert an estimate to an appointment

JJ_ — Wed, 22 Sep 2021 22:49:27 GMT

You may provide feedback and submit and look at other feature requests for Square Appointments here.