video1.0<iframe src="https://www.loom.com/embed/322ad241203b4ed8b8cce2fd9a232c2e" frameborder="0" width="1828" height="1371" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13711828Loomhttps://www.loom.com13711828https://cdn.loom.com/sessions/thumbnails/322ad241203b4ed8b8cce2fd9a232c2e-1bfe039e8aea6e5a.gif894.316In this video, I walk you through the process of converting leads and estimates into jobs within our system. It's crucial to create separate leads for each project under the same contact to keep everything organized, as converting a lead to a job archives other estimates. I emphasize the importance of ensuring that the owner price matches the contract amount before conversion, as this action is irreversible. Additionally, I explain the different types of job contracts we can set up, including fixed price, percentage complete, and cost plus. Please make sure to review the checklist and reach out for support if you have any questions.