How to Create a Job from an Existing Quote?

Marie C.

Last Update setahun yang lalu

If you need to create a new job for an existing quote, follow these steps:


  1. Navigate to the Quotes section from the left menu and select Show from the quotes table.
  2. On the quote review page, click the +Create Job button.
  3. The booking form will automatically populate with the client's information, including their address, phone number, and email address.
  4. Adjust the pricing information, date of service, service type, and frequency for the job, if necessary.
  5. Once you have filled out all the necessary information, click the Create Job button to complete the process.


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