Create a Job from a Quote

How to turn a Quote into a Job

Updated on November 1, 2024

Start by selecting the Quotes tile.

Select the Quote you would like to create a Job from in the Quote list, or use the Search bar to search for the Quote.

Click on the Create Job button,

Select a Priority

The Priority will determine the RCD (Required Completion Date).

This is the date you would like the Job completed by.

Select a Job Type if required.

Enter the schedule start date and schedule end date if you would like to add the job to the Scheduling calendar.

Click on Create.

You can then Assign a user to this job.

For more options on Quoting, please see our guide on the Quotes Preferences