As you progress with your Order, you may need to change the Order Type. In ServiceMonster there are three Order Types: Estimate, Work Order, and Invoice.
The Estimate is always color-coded blue - think of this as the talking stage.
The Work Order is always color-coded green - think of this as the working stage.
The Invoice is always color-coded pink - think of this as the payment stage.
The process of changing your estimate into a work order, or work order into an invoice, is simple! Open up your order in ServiceMonster.
Right underneath the “Save” button is a drop-down menu, click on that to open it up.
Select the type of order you want to change it to, then click “Save”.
The order type will be changed.
You can also easily change order types in bulk from the Order List. Click forward and backward through the pages and select all the desired orders you wish to convert.
You can use the top selection box in the "Status" column to Select All or Deselect All. You can also use the "X" button at the bottom of the page to Deselect All.
When you're happy with your selections, click the blue "Convert" button.
The "Convert Order Types" window will appear.
Use the drop-down menu to select what you want to convert to, then click "Convert".
