Prospect to Customer Conversion

There are 2 ways of turning a prospect into a customer.

You will find the "Make 'em a Customer" button in the "Convert Estimate to Job" tab, in the prospect profile screen. Scroll down and click on the "Make 'em a Customer" to convert the prospect into a customer.

On the Mobile App, after logging in to the App the very first thing to do is to a Search. 

After locating the prospect profile, you can then schedule a job.

After saving the job, it will return to the profile screen, which now turns into a customer!

That's it.

Best,