Converting an Accepted Quote into a Job

Step-by-Step Instructions

1. 

   Open the accepted quote you want to convert into a job.

2. 

   Click the Convert button to begin the conversion process.

3. 

   Select the Purchase Order option. Choose 'No Purchase Order required' if applicable.

4. 

   Select Flexible Invoicing as the default option. This allows for fixed pricing with the flexibility to add materials and parts.

5. 

   Accept the remaining default settings, then click Convert to create the job.

6. 

   The job now includes the customer, site, and all line items from the quote under the work order.