Converting a Quote to a Job from the Schedule View

The article covers: 

  • How to convert a quote to a job

Open quotes are displayed on the right side of the schedule view under the monthly calendar.

  • Select the Quote to open
  • On the bottom right next to save select the triangle to view options
  • Select Convert to Job
  • Select a date and time for the job to occur
  • Select a duration for the job
  • Adjust any job charges
  • Add a team to the job
  • Add any necessary notes to be displayed on the work order
  • Select Save to complete the conversion process

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