How do I turn an accepted quote into a job?
Accepted quotes wait under To schedule on the Jobs board. Click Pick a date, choose when and who is going, then click Schedule.
Once a quote is accepted, it waits under To schedule until it has a date. Click Pick a date, choose when and who is going, then click Schedule. The job is made from the quote, with its price and its usual length.
Also called: schedule a quote, book the work, convert quote to job, work order, planifier une soumission, céduler un travail, bon de travail, planifier les travaux, job
Step 1: Find the quote under To schedule
Open Jobs. On the board, the To schedule column comes first and lists every accepted quote that has no job yet, with the customer and the total.
You can also open Schedule and click To schedule: there you can drag a card straight onto the calendar.
Click: Jobs › To schedule
Step 2: Click Pick a date
On the quote's card, click Pick a date. The Schedule window opens on When, with the job's title, price and length already filled in from the quote. It shows "Quote length:" with how long the quote's services usually take.
Click: Pick a date
Step 3: Choose when and who is going
Set the day and the time. Under Who is going, pick the technician. Each person shows Free, On leave or what they already have at that time. You can still give them the job if they're busy. Check the Address, and click Edit if the job is somewhere else.
Step 4: Schedule it
Click Schedule. You see "Scheduled for", with the day and time, and "Added to the calendar." The quote leaves To schedule and the job shows in Scheduled on the board.
From there, click "Write to (customer) to confirm" to open your conversation with them, or See on the calendar.
Click: Schedule
Good to know
You can also start from the customer's record: click New › Job. Under Which job?, their accepted quotes come first, marked Accepted quote.
A maintenance plan on the quote (a line billed Monthly, Quarterly or Yearly) isn't part of the job's price. The job takes the one-time part.
If Appointment confirmation is on in Settings › Automatic messages, the customer gets it a minute after you schedule.
Only people who see all jobs can schedule. A technician who sees only their own jobs doesn't see To schedule.
You can ask Ask Alori: "Book Sarah Chen's accepted quote Tuesday at 9."
If it doesn't work
The quote isn't under To schedule. Check that it's Accepted. A quote that already has a job leaves the list.
"No accepted quote for this customer." Their quote is still Sent or Draft. Click Mark accepted on it first, or pick Other job.
"That didn't work. Try again." The job wasn't made. Try again in a moment.