Issue

• After converting Estimate into Work Orders there are no Work Orders listed.
• Work Orders are not appearing after converting an Estimate.

Solution(s)

There are a few potential solutions for this issue:

1. Ensure Proper Estimate Upload/Import:
   • Confirm that the estimate was either Uploaded or Imported using the "Upload Estimate" or "Import Estimate" buttons on the Job Slideboard. 
   • If the "Add Estimate" feature was used, it won't convert into Work Orders. Instead, use the Upload or Import options.
2. Verify Line Items in Estimate:
   • If the estimate was correctly uploaded or imported, check for line items. 
   • Go to the Job Slideboard, click on "Acct Details," then select "Estimate." 
   • On the Estimate page, scroll right and click "View/Add Line Items" to see if there are any line items. 
   • If none are listed, it indicates the absence of line items in the estimate. In this case, re-upload or re-import the estimate from your estimating software. 
   • When exporting a PDF report from Xactimate, ensure the "Exclude Line Item Numbers" box is unchecked in the print options.
3. Browser Switch for Re-converting Estimate:
   • If line items are present but Work Orders are still not visible, try using a different browser to re-convert the Estimate to Work Orders.
   • Firefox or Chrome are recommended for this process.

Questions? Contact Us!