Convert a Quote to a Job

Overview#

Converting ensures all quoting details flow into delivery without re-entering information.

Convert#

1. Open the accepted quote.
2. Click Convert to Job.
3. Confirm job details:
   • Job status
   • Schedule date (if applicable)
   • Assigned staff
4. Create.

Once a quote has been converted, its Actions menu shows View job in place of Convert to job and opens the job it became.

After conversion: what to do next#

1. Confirm the job status is correct.
2. Assign the responsible staff.
3. Add the first activity note (scope summary).
4. Attach any site documents/photos.

What carries over#

Typically:

• Contact linkage
• Line items
• Attachments (if configured)
• Quote notes/description

After conversion, manage the workflow in Jobs.

Troubleshooting#

Convert button missing#

• Quote must be in an accepted/approved state (depending on your configuration).
• Permissions may restrict conversion.