How to create a Quote from a Job

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

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

1. Click on the Jobs tab at the top.
2. Click on your desired Job. Note: You can filter your Jobs by clicking the corresponding filter in the upper-right.
3. Click the Quotes tab on the left.
4. Click the Add a Quote button.
5. Enter in your desired details and click the Add Quote button.
6. You can now build your quote. If you're not sure how, click here to learn more.

Notes:

• If you don't have the "Add a Quote" button, you may need to create Quote Items first. Click here to learn more.
• You can learn how to create a Job from a Quote by clicking here.