Converting a Quote to a Job from the Quotes Section

From the Quotes section on the left side bar:

  • Click on the pencil icon of the quote you would like 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

If you have any other questions about this article, feel free to contact our support team over chat, via email at, or by phone at 1 (855) 934-3533.

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