When a customer approves an estimate, you don't have to retype anything — Pistonlog flips the isEstimate flag and moves the record into your live workflow. All the work you did pricing the estimate carries straight into the live jobcard.
How to promote
Open the estimate
From the /estimates list, or from the customer's history.
Click Promote to Jobcard
Button is in the estimate header. There's a confirmation step in case you clicked it by accident.
The flag flips, the status moves
isEstimate becomes false. The status moves to your garage's default starting status (the one flagged isDefault: true, usually Booked In). The reference's prefix swaps from #Estimate 17 to Jobcard17 — the number stays the same, only the prefix changes (the counter is shared across estimates and live jobcards).
It's now on the workflow board
The card appears on the kanban at the default status column, ready to be picked up.
What carries over
Everything. Jobs, labour, parts, comments, recommendations, inspections, the appointment date if you'd set one. The record's id doesn't change — only the flag and status do.
What if it goes wrong
Promotion is irreversible from the UI today — there's no public toggle to flip a live jobcard back to an estimate. If you promoted by accident, the practical fix is to leave the card on the workflow board and adjust the work as needed, or contact support if you need it taken off the live counter.