Sales Management

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Features Getting Started

Create Job for Confirmed Quote

When a Quote has the status Confirmed, and you want to start work on the job that was quoted, tap or click on the Create Job button to create a new Job that is linked to this Quote.

The Client info is copied from the Quote to the Job and a link is created to the Quote from the Job view screen. The Quote view also lists the attached Job.

Note that when the Job is Completed and then Invoiced from the Jobs app, the new Invoice is automatically created from the linked Quote. This is equivalent to creating an Invoice for the linked Quote from the Sales app.

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