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From Estimate to Project & Job Costing

Overview

Estimates must flow cleanly into execution.

Best Practices

  • Map estimates to analytic accounts
  • Preserve cost structure

Limitations

Native handoff is manual and error-prone.

Professional Assistance

BUSATX automates estimate-to-project conversion.

<p>Related: <a href="/forum/community-help-3/estimating-using-sales-orders-3">Estimating Using Sales Orders</a>, <a href="/forum/community-help-3/from-estimate-to-project-and-job-costing-131">From Estimate to Project and Job Costing</a>.</p>
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