Stairkey
Guides/Video · Part 4

Turn an estimate into a job that runs itself

Approve an estimate, convert it to a project in one click — tasks, subtasks, and job costing carry across. Then log a cost, take a client change request through the portal, and watch every number keep up.

2:42

What you'll learn

  • Convert an approved estimate to a project in one click — line items become tasks with subtasks
  • See job costing populate: contract value, actual cost, and variance
  • Log a receipt and watch actual cost climb while variance shrinks
  • Take a client change request through the portal, quote it as a change order, and approve it — the contract value updates automatically

Chapters

  • 0:00Intro
  • 0:11The approved estimate
  • 0:25Convert to a project
  • 0:44Tasks & subtasks
  • 0:58Job costing
  • 1:12Log a cost
  • 1:36Client portal request
  • 1:53Quote a change order
  • 2:14Client approves — budget updates
Keep going

Try it on your own jobs.

Every feature unlocked, first month free, no card required.

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