Table of Contents
Overview
Once you've reviewed a request and decided to move ahead with the work, the next step is to convert the request into a quote or job. This step typically comes after scheduling and completing an assessment, but since not every request or workflow requires an assessment it's also possible to convert the request directly to a quote or job to keep your workflow moving along.
If you are using the app, you will typically be converting requests. Learn more about Requests in the Jobber App.
You can find requests that are ready to be converted from Home. The 'assessments completed' section of the request workflow card lists requests where the assessment has been finished. If you know the project will be moving forward, these requests can be converted into a quote or job.
Requests can also be found from the Requests tab from the side navigation. Using the filters, the list of requests can be narrowed down to see requests in different statuses.
Convert to Quote
From the request, click More Actions > Convert to Quote.
This opens the quote creation screen. The information filled out on the request by the client appears on the right side of the page in a drawer for your reference as you build out the quote. This makes it easy to look back at exactly what the client requested and fill out any line items or add additional details based on their request. Learn more about creating quotes.
If you don't need to see the details from the request, the drawer can be collapsed by clicking the arrow in the top left of the drawer beside the "Request" heading.
Note: The information from the request does not transfer into the line items or any part of the quote directly.
Convert to Job
If quoting isn't part of your workflow, the request can be converted directly into a job rather than a quote. From the request, click More Actions > Convert to Job.
This opens the job creation screen. The request details show in a drawer on the right of the page for your reference to use when adding line items or additional details to the job. What the client has entered on the request can help you make decisions about the job such as if the schedule should be recurring job or one off, as well as what line items should be added.
Note: The information from the request does not transfer into the line items or any part of the job.