Create a Job from a Quote

Who can use this?

Platform: Web        Plan: Lite | Pro | Plus        Staff Permission: Quoting

Creating a job from a quote helps link your documents and speeds up job creation. 

 

When you accept and approve a quote, you will receive this message, prompting you to create a Job.

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However, if you do not confirm this or you are going into a Quote after it has been accepted, you can still create a Job from this quote:

  1. Head to an Accepted Quote.
  2. In the upper-right corner, select the drop-down menu. 
  3. Select Create Job

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Now, you'll have a Job created. 

 

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