Converting an estimate slip to a working slip
The Estimate Slips tab shows the slips you have created to estimate the time and cost of a project, and that may have been used to generate the line items on an estimate you have sent to a client. Once you've decided to start working, you can easily convert the estimate slips into working slips, which retain all of the estimate slips' characteristics, including category. Converting estimate slips to working slips means you don't have to enter the same information twice.
Billings will reset the timer on timed and fixed estimate slips, so that you can start tracking the actual time spent on these tasks. You can later compare the actual time and cost of a project to what you originally estimated.
To convert estimate slips into working slips
- Working from the Estimate Slips tab, select the slip(s) you want to convert into working slips.
- Choose Slips > Start Working.
Billings converts the estimate slip(s) into a working slip(s). Any timed or fixed slips become active, and available in the Timers window and in the menubar timer for timing.