How to create a job from a quote

This feature is only available for PRO Connect or Work Subscribers.

You can create a Job from a Quote by following these steps:

1. Click on the Quotes icon in the navigation bar on the left.
2. Select your desired Quote.
   Note: You can filter your Quotes by using the filters in the upper-right corner.
3. Click the Edit icon (pencil) in the Quote Details section.
4. Click the Make this Quote a Job button.

When creating a Job from a Quote for an existing customer, you will now have the option to either:

1. Select an existing customer location from the Customer Location dropdown, or
2. Add a new location directly during the Job creation process.

Note: If you want to create a new location, a job address will be required. 

Note: You can learn how to create a Quote from a Job by clicking here.