It is crucial for QuickBooks to provide an option to convert estimates into work orders, especially for service businesses. It is surprising that QBO does not currently offer this simple feature, as it creates difficulties and requires double entry into other programs or documents such as Word or PDF. By having the ability to convert or print a work order directly from an estimate, the need for unnecessary steps can be eliminated.
I am aware that packing slips can be printed from an invoice, and I believe that the work order option would not be significantly different. When an estimate is generated, having a work order is essential to ensure that the work has been successfully completed before converting the estimate into an invoice.
