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Converting a Quote to a Job

Open Quotes are displayed:

  • One the right sidebar with the Schedule View Open
  • Under the Quotes section displayed on the right sidebar
  • Within a specific client who has an open quote.

From the Schedule View:

  • Select the Quote to open
  • On the bottom left 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

From the Quotes section on the left sidebar:

  • Click on the pencil icon of the quote you would like to open
  • On the bottom left 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

From within the client file:

  • Click on the pencil icon of the quote you would like to open
  • On the bottom left 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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