Convert accepted Service Fusion estimates to jobs

1. Open the Estimate Dashboard, which groups estimates by lifecycle status, and look at the ones in Estimate Accepted.
2. Open each estimate and check which option the customer chose and signed for when accepting online.
3. Select Convert to Job, pick the approved option and convert it; Service Fusion shows Converted next to that option.
4. Open the new job, which starts Unscheduled when the estimate had no start date and no technician, and give it a date and a technician.
5. The help center describes conversion only as a user action, so a yes received on Friday night sits in Estimate Accepted until someone checks the dashboard.

Convert every estimate customers accepted online since yesterday into a job. Schedule the Smiths' Better option on estimate 3317 for Thursday at 9 and leave the rest for dispatch.

1. 01

   Collect the yeses

   Your agent calls list_estimates with the Estimate Accepted status, using your account's name for it if you renamed it, for the window in your prompt. Estimates you name by number, such as one accepted over the phone, are added to the list.

2. 02

   Find the option the customer picked

   get_estimate shows each option and whether it is already Converted. When only one option is still open, that is the one. When two or more are open and your prompt does not name one, the agent asks instead of choosing the cheapest or the first.

3. 03

   Never convert twice

   An estimate whose chosen option already shows Converted was handled already and is skipped. A second option is converted only when your prompt says the customer approved both, since each one becomes its own job.

4. 04

   Schedule only what was agreed

   A date from your prompt goes into convert_estimate_to_job as the start. Without one, the new job is created with no date, so the dispatcher books it with the customer instead of the agent picking a slot.

5. 05

   Close the loop

   The report lists each new job number with its estimate, so the office can call customers whose jobs still need a date.

Estimates in Estimate Accepted: 4
Converted: #3317 Carol Smith, option Better, $1,890.00, job #10484 Thu Oct 15 9:00
Converted: #3322 Dev Patel, Option 1, $640.00, job #10485 waiting for dispatch
Skipped: #3309 Lena Ortiz, option Best already Converted (job #10471)
Waiting for you: #3325 Ray Okafor has Good and Best open, which one did he accept?

• A Service Fusion estimate holds up to five options, and converting more than one option creates one job per option.
• Service Fusion applies Estimate Accepted automatically only when the customer accepts through the online link from the email or text, so an estimate approved by phone keeps its old status until a user changes it.
• A job converted from a Service Fusion estimate gets Unscheduled when it has no start date and no technician, and Dispatched when a technician is assigned, with or without a date.
• The Opportunity Owner on a Service Fusion estimate becomes the Agent Rep on the converted job, and the Opportunity Owner defaults to whoever created the estimate.

convert_estimate_to_job asks for your OK by default. To run it daily without you, switch confirmation off for that tool in your dashboard.

Sources: Service Fusion Help: Estimate Options, Good/Better/Best · Service Fusion Help: Automatic Estimate Status Behavior Overview · Service Fusion Help: Automatic Job Status Behavior Overview · Service Fusion Help: Estimate Management Tools Comparison Overview

curl https://cotlet.dev/api/v1/service-fusion/convert_estimate_to_job \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"estimate_id":"3317","option":"Better","start":"2026-10-15T09:00:00-05:00"}'

{
  "estimate_id": "3317",
  "option": "Better",
  "converted": true,
  "job_id": "1048390",
  "job_number": "10484",
  "status": "Scheduled",
  "start": "2026-10-15T09:00:00-05:00"
}

MCP: add https://cotlet.dev/mcp/v1 with the same key; the tool is service-fusion_convert_estimate_to_job. Example data.

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