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.
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:
- Head to an Accepted Quote.
- In the upper-right corner, select the drop-down menu.
- Select Create Job.
Now, you'll have a Job created.