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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
Updated on October 20, 2017

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