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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