How do I import specific estimate items into a Work Order?

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• How do I import Work Order items into a Change Order Request or Change Order?

  Importing a Work Order Item into a Change Order is currently not a feature that is available within the app.

• How can I use a Work Order as a project

  If the Project isn't large, a Work Order could be used as a small Project. You will still be able to import Estimates or add items that is similar to how an Estimate would look and treat the Work Order like a Project.

• How do you import an estimate to Schedule of Values?

  Estimates can be imported to SOV after you have created the Project you wish to link this Estimate to, to do so go to: Menu > Projects > Schedule of Values > Edit > Import From > Import from Estimate > Select Estimate from Dropdown > Add Items to ...

• Why should I import my Estimate items into a Purchase Order?

  No one likes to double-enter their data. We make it simple for you to enter the item into the estimate and from there it can flow into a Bid and then into a Purchase Order and then into a Bill. If you are doing T&M work, the item can then be imported ...

• Why do we have an option to import items from an Estimate into a Change Order?

  This is not a requirement to add from an estimate. This is an optional method of adding items to a CO if it works in your situation. Just more flexibility that’s built into Contractor Foreman.