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  2. Quotes & Invoices

Converting an accepted quote to a job

Quotes accepted by a Customer can be converted to a job with a few simple clicks

1. Click on Quotes

Click on Quotes

2. Select an approved Quote

Select an approved Quote

3. Click on Convert to job

Click on Convert to job

4. Select 'One-off job' or 'Recurring Job'…

Select 'One-off job' or 'Recurring Job'…

5. Click on Convert job

Click on Convert job

6. Confirm the Customer details

Confirm the Customer details

7. Click on Dean Jackson

Click on Dean Jackson

8. Confirm the job details

Confirm the job details

9. Associate any Job Tags

Associate any Job Tags

10. Determine a schedule

Determine a schedule

11. Allocate workers

Allocate workers

12. Configure invoices

Configure invoices

13. Add any Job notes…

Add any Job notes…

14. Click on Save job

Click on Save job