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Quotes

How to convert an accepted quote into a job

Use the converted quote as the history for scope, price, invoice, and related job.

Updated

For: Owner, Admin

Before you start

  • Confirm you are on the correct quote before opening the job.
  • Do not archive, resend, or schedule a follow-up when you are only reviewing.
  • Use real United States service names such as roofing, gutters, HVAC, or window cleaning.

1. Review the quote

  1. Open the quote from Quotes.
  2. Confirm the status beside the title.
  3. Review the financial summary for total, converted to invoice, and outstanding amount.
1. Review the quote

2. Open the related job

  1. If you see View job, the quote already has a related job.
  2. Use the Associated job card to confirm JOB-004 and its status.
  3. Continue scheduling, visits, and work from Jobs.

3. Review invoice and follow-up

  1. If the quote already has an associated invoice, open that invoice instead of creating another one.
  2. Review Sent via, Sent on, and Viewed by client.
  3. Use follow-ups if you need to remember the next contact.

States and options you may see

Converted

Means: The quote is already connected to a job.

Next step: Work from the related job.

Sent

Means: The associated invoice has been sent.

Next step: Follow up on payment when needed.

Scheduled

Means: The related job is on the calendar.

Next step: Coordinate visits and team.

Outstanding $0.00

Means: No amount remains outstanding on this quote.

Next step: Confirm invoice and payment before closing follow-up.