Step 1
Open the accepted quote
Open the quote after the customer accepts, or mark the customer response if you are recording acceptance manually.
Tutorials
Screenshot from the running app: Open the accepted quote
Screenshot from the running app: Open or create the job
Screenshot from the running app: Set schedule and crew
Screenshot from the running app: Use lifecycle status
Tutorial
Convert quote to job
Move an accepted quote into job tracking so schedule, crew, costs, files, and money stay together.
Step 2
Open or create the job
Use the quote's job action. If a job already exists, open it; otherwise create the job so the work can be scheduled and costed.
Step 3
Set schedule and crew
Confirm the job date, time, duration, site address, assigned crew, and expected site hours.
Step 4
Use lifecycle status
Move the job through scheduled, in progress, invoiced, paid, and complete as the work progresses.