Guides › Quotes

Turn a won quote into a job

A won quote becomes a job without typing it in again. About a minute.

Admins Managers

The short version

Set the quote to Won, click Make it a job, tick any files the crew needs on site, and click Make the job. You land on the new job, ready to book.

Mark the quote Won. Use the status menu at the top of the quote. The decided date is stamped for you.
Click Make it a job. A dialog says what comes across: the client, the title, the site address, the representative, the quote manager as the job manager, and a copy of the internal notes.

What comes across to the job. Files to copy are listed here, none ticked.
Tick the files the crew needs. Nothing is ticked to start with, on purpose: anyone booked on a job can open its files, so leave the priced quote behind and tick the drawings and plans.
Click Make the job. Dayboard opens the new job. It starts as Pending and becomes Scheduled once you book it.

Worth knowing

The quote's total becomes the job's value. The job's Job value tab starts from it; later changes are variations on the job, because the quote stays as it was won. The job shows "Made from quote" with a link back. All of it is for managers and admins only: your crew never sees a dollar. See Track a job's value and invoices.
One quote, one job. Once a quote has become a job it is kept as it was won; only notes can still be added.
The quote manager has left? They are not carried across, and the job has no manager until you pick one.