Converting Quotes to Jobs

Converting an accepted quote creates a job that already carries the customer, the priced scope of work and the billing method. This article covers the conversion and what lands on the new job.

When you can convert

The Convert button appears only once the quote is Accepted. If the customer agreed by phone, record that first with Options > Mark as Accepted, then convert.

Convert the quote

1. Open the accepted quote.
2. Select Convert in the page header. On a narrow screen it sits under Options as Convert….
3. Choose Convert to Job in the Convert Quote dialog. The other choice, Convert to Invoice, bills the work without scheduling it.
4. Confirm at the prompt by selecting Convert to Job.

AxiomBlue opens the new job as soon as it is created. There is no form to fill in on the way.

What the job inherits

• Customer — taken from the quote.
• Job number — the next number in your job sequence.
• Job title — the quote title, or a title built from the quote number when the quote had none.
• Description — the notes from the quote.
• Status — Pending, so the job is waiting to be scheduled.
• Scope of work — every quote line is copied to the job with its quantity, price, discount and tax.
• Billing — the quote's billing method. A fixed-price quote sets the job's contract amount to the quoted total.

Dates, crew and site address do not come across. Set those on the job — see The Job Detail Page.

What happens to the quote

The quote keeps whatever status it had, so an accepted quote stays Accepted. A Go to Job button appears beside the status badge, and the job links back to the quote.

What you should see

The new job opens with its own job number and the customer from the quote. Its status is Pending, and the quote's lines are its scope of work.