How to Convert an Estimate to an Invoice in Housecall Pro

Converting an estimate to an invoice in Housecall Pro is a simple process, but doing it correctly helps you keep your jobs organized and your billing accurate. Here is a clear step by step guide that you can follow for any job.

Step 1: Open the Job Linked to the Estimate

• Go to your dashboard or schedule.
• Click on the job that contains the estimate you want to convert.
• Locate the Estimate section inside the job screen.

Step 2: Review the Estimate First

Before you convert anything, make sure the estimate is complete and approved.
Check for:

• Correct line items
• Accurate pricing
• Any special notes or details
• Customer information that needs updates

Once the estimate is ready, move to the conversion step.

Step 3: Click “Convert to Invoice”

• Inside the estimate section, select Convert to Invoice.
• Housecall Pro creates a new invoice instantly using the information from the estimate.
• All line items, taxes, and job details transfer automatically.

This step removes a lot of manual work and lowers the chance of errors.

Step 4: Review the New Invoice

After the invoice is created, double check everything:

• Line items
• Quantities
• Final pricing
• Additional services added during the job
• Discounts or adjustments

You can edit anything before sending the invoice to the customer.

Step 5: Update Payment Options

Inside the invoice screen, choose how the customer can pay.
Depending on your settings, you can turn on:

• Credit card payments
• Bank transfers
• Financing options
• Customer portal payments

Making payment simple helps you get paid faster.

Step 6: Send the Invoice

Housecall Pro lets you send the invoice in multiple ways:

• Text message
• Email
• Customer portal link

Customers can pay directly from the link on their phone or computer.

Step 7: Track Payment Status

After sending the invoice, keep an eye on:

• Pending payments
• Partial payments
• Completed payments

When the customer pays, the job status updates instantly inside Housecall Pro.

Step 8: Close Out the Job

Once payment is received:

• Mark the job as paid
• Close out the work order
• Move on to the next task with a clean and organized workflow

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