Are you referring to "selling" the open estimate on the job to the SAME EXISTING invoice, instead of booking a new job / transferring the notes and tasks through the "Book New Job" button? If so, we do that manually a lot in our workflow as the techs have an open estimate we sent to the Property Manager for formal approval, but the work is already done in some cases. If we get a pre-approval amount of $300 but the tech did the work to get them running, for $350 we wait to send the invoice, to see if we can get the extra $50 approved via email (if we can't get ahold of them on the phone on site). When we finally get the full approval, we move the items from the estimate to the invoice manually and then dismiss the estimate. It would be nice to "sell" the items to the existing job's invoice and not manually move the notes and tasks individually as we're currently doing. We don't want to book a new job as the work is already done and we don't need to return. This is also helpful if the tech doesn't mark the work complete in the field and the office has to create the invoice for them from their estimate.
