Conversion Steps: Once an assessment is done, use the tabs within the record to move forward:
Go to Quotes Tab: Click + Quote to build an estimate based on your findings.
Go to Jobs Tab: Click + Job to schedule the actual work immediately.
Go to Invoices Tab: Click + Invoice to bill the client for the assessment visit itself.
Linking: Any item created via this method will have a "View Assessment" hyperlink. This keeps your records connected, allowing you to trace a final invoice back to the original assessment.
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