How to convert an accepted quote into a job and rental agreement
How to convert an accepted quote into a job and rental agreement. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open the accepted quote (the menu badge and the Accepted — to convert card on Sales overview count them).
- Press Convert to job + rental agreement and confirm.
Tip
You land on the new job. The quote then shows Open job and Rental agreement buttons. Nothing needs re-typing: customer, site, county, contact, dates, rate basis, billing timing and minimum hire carry over. Only quotes with status Accepted can be converted, and only once. Owner / Administrator, Office Manager and Sales & Estimating can convert.