Once you have started a Work Order as either a Service Call or Project, if you wish to change your choice, you can Switch between a Service Call and Project.

TIP: If for some reason you need to change a Service Call to an Estimate/Project, or vice-versa, click the Actions button at the bottom right of the Work Order screen and select Change to Estimate/Project (or to Service Call). You will receive a warning message. (A new Estimate/Project is created with Status at Estimate. A new Service Call has Status of In Progress.)

 

 

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