Converting a Quote to a Job
Once a quote has been made, and the client would like to go forward with it, you can convert it to a job. To do this go to the quote. In the top right click More Actions > Convert to Job.
This will take you to a page to set up the job, dates for visits, and when it will be invoiced. All the client's information will populate on the job as well.
By converting the quote to a job, the line items on the quote will move over to the job. However once a quote has been converted to a job, any updates made to the quote do not appear on the job. The job will reflect how the quote appeared at the moment it was converted.
Any Transferable Custom Fields on Quotes, will also appear on the job.
Can you make multiple jobs from the same quote?
Yes! You can make as many jobs as you like from the same quote. This is useful if the client only wants one total Quote, but you would like to split these into multiple Jobs within Jobber. To do this you would go back to the quote and click More Actions > Convert to Job
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