Skip to help content

Jobs

How to create a job from an accepted quote

Review the job created from an accepted quote and keep services, amount, and history connected.

Updated

For: Owner, Admin

Before you start

  • Confirm you are in the correct account before saving changes.
  • Do not save, send, collect, or archive when you are only reviewing.
  • Use real United States service names such as roofing, gutters, HVAC, window cleaning, or exterior painting.

1. Confirm the quote

  1. Open the accepted or converted quote.
  2. Confirm services, amount, and customer before continuing.
  3. Avoid creating an additional job if a related job already exists.
1. Confirm the quote

2. Open the related job

  1. On the job, review the Quotes card.
  2. Confirm the button says the job already has a quote.
  3. Use the quote as the source for scope and pricing.

3. Work from Jobs

  1. Schedule visits from the job.
  2. Review services and amount before invoicing.
  3. Use Invoices to follow up on payment.

States and options you may see

Converted

Means: The quote has been converted into a job.

Next step: Work from the related job.

This job already has a quote

Means: The job is already connected to a quote.

Next step: Do not duplicate it from the same quote.

Scheduled

Means: The job has a date or visit.

Next step: Coordinate team and service work.