How does a job get created from a quote
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The written steps below already work. Come back to watch it.
How does a job get created from a quote. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Wait until the customer accepts the quote, or mark it accepted. The Quotes menu shows how many accepted quotes still have no job.
- Open the accepted quote in Quotes and press Convert to job + rental agreement (Owner / Administrator, Office Manager, Sales & Estimating).
- The system creates the job with status Scheduled, a job type taken from the quote lines, the site, county, contact and contract value, and an Active rental agreement with the quoted rates. Engineering fees, permits and custom lines become approved job charges.
- Dispatch and the Office Manager are notified, and the quote shows the job it created.
Tip
Nothing is re-typed: the job opens ready for deliveries, work orders and billing.