Browse the field guide 48 workflows
Sales and Customer Intake

Turn an Accepted Quote into a Job

Hand sold work to operations with accepted scope, pricing, deposit plan, and scheduling requirements intact.

Usually handled by
Sales or project coordinator
Working time
About 10 minutes
Related workspace
View quotes features
Start here Main menu → Quotes → open accepted quote → Actions → Convert to Job
The result

What good looks like

A job connected to its source quote and ready for deposit, planning, purchasing, crew assignment, and scheduling.

Before you start

Have these details ready

  • The current quote version is accepted
  • Required internal approval is complete
  • Deposit, target dates, and major constraints are known
Step-by-step

Run the workflow

  1. Verify the accepted version

    Confirm acceptance applies to the latest scope, options, price, terms, and site. Resolve requested changes first.

  2. Open Convert to Job

    Use the quote action rather than creating an unrelated job. Review readiness warnings and correct missing required data.

  3. Set the handoff

    Confirm job name, type, site, billing method, priority, target dates, coordinator, and deposit request from the handoff plan.

  4. Inspect the created job

    Compare job scope and line items with the accepted quote. Confirm the source quote link is visible.

  5. Assign planning actions

    Create tasks for permits, purchasing, deposits, or scheduling. Do not promise a start until material, crew, and prerequisites are checked.

Close the loop

Check your work

Do not call the workflow complete until these statements are true.

  • The job links to the accepted quote
  • Scope and selling price match
  • Deposit and planning duties have owners
Common problems

If something does not look right

Conversion is blocked

Correct the readiness panel's missing mappings or fields, refresh, and retry.

A job already exists

Do not create a second job. Link or document the existing relationship and escalate duplicate cleanup if needed.

Handoff

Keep the workflow moving

Planning and Dispatch Create an Operations-Ready Job

Build a work order that gives the office, crew, purchasing, and billing teams the same definition of the job.

 Planning and Dispatch Schedule and Dispatch a Job

Put the right crew at the right place with enough time, information, and material to keep the customer promise.

 Stock and Purchasing Receive a Purchase Order

Record what the vendor actually delivered, including partials, serials, costs, damage, and job allocation.
Put the process to work

Run the workflow with your own customers, crews, and pricebook.

Start a trial or review the connected feature workspace before setting up your team's process.

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