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Invoices/Quotes and Purchase Orders

Create a Job from a Quote

How to turn a Quote into a Job

Start by selecting the Quotes tile.

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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,

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Select a Priority

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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.

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

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Click on Create.

You can then Assign a user to this job. 

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

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