> ## Documentation Index
> Fetch the complete documentation index at: https://support.jomioz.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to accept an estimate and convert it

> Mark approved, take a deposit, then create a job or an invoice.

<Steps>
  <Step title="If they accept in Client Hub">
    The status updates on its own. Accept and decline have to be allowed under [Client Hub → Estimates](/settings/client-hub). If e-signature is on, they must sign before Hub will accept.
  </Step>

  <Step title="If they accept by phone or on site">
    Click **Mark approved**. **Sign on-site** is the same acceptance when they are with you and should sign there.
  </Step>

  <Step title="Take a deposit if one is due">
    Open **Money** and click **Collect deposit**. The summary link **Open pay** opens that same tab. How to set the amount, and how a payment schedule is billed later, is in [Deposits and payment schedules](/help/estimate-deposit). Until the deposit is paid, the status can sit on **Pending deposit**.
  </Step>

  <Step title="Turn it into work">
    When the page says **Ready to convert**, click **Convert to job**. The estimate says **Converted to a job**, and **Open job** opens the work. Then [schedule a visit](/help/job-schedule).
  </Step>
</Steps>

**Convert to invoice** creates an invoice from the accepted estimate and does not create a job. Use that only when there is nothing to schedule.

**Automatically copy an approved estimate to a new job**, in Estimate settings, creates the job as soon as it is approved. You still book the visit yourself.

## When convert is not there

| Status                      | What to do                                                                                                               |
| --------------------------- | ------------------------------------------------------------------------------------------------------------------------ |
| Draft                       | [Send it](/help/estimate-create) first, or **Mark approved** if they already agreed offline                              |
| Awaiting response or Viewed | Wait, send a reminder from Estimate settings, or **Mark approved**                                                       |
| Changes requested           | Reply under **History → Comments** (**Customer Comments**, **Post reply**), then send the update                         |
| Pending deposit             | **Collect deposit** on **Money**. Convert stays waiting while the deposit is the thing that is due                       |
| Declined                    | They said no. Duplicate or edit if you are pricing it again                                                              |
| Expired                     | The valid-until date has passed. Client Hub will not accept, decline, or take the deposit. Set a new date and send again |
| Converted                   | It is already a job or an invoice. **Open job**                                                                          |

**Convert to invoice** is hidden when the estimate has a multi-step payment schedule, or a single payment collected in full on approval. **Convert to job** is the path. Each stage is invoiced from the job. A deposit with no schedule can still **Convert to invoice**.

If they added work after the job exists, that is a [change order](/help/change-order), not a second convert.