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
2. Select an approved Quote
3. Click on Convert to job
4. Select 'One-off job' or 'Recurring Job'…
5. Click on Convert job
6. Confirm the Customer details
7. Click on Dean Jackson
8. Confirm the job details
9. Associate any Job Tags
10. Determine a schedule
11. Allocate workers
12. Configure invoices
13. Add any Job notes…
14. Click on Save job