Running the job

When a quote is accepted, do I have to re-enter it as a job?

The short answer

No. An accepted quote becomes a job with the scope already attached, and the job carries scheduling, time tracking, photos, notes, a punch list and change orders through to the invoice.

The moment the customer signs, the quote converts. The accepted option's lines are the job's scope; the customer, address and deposit come with it.

From there the job is the working record: schedule it on the calendar, assign it, clock time on it, add photos and notes, send change orders, and invoice it when it is done. The customer follows along on a private status page without a login.

Recurring work runs the same way: a maintenance plan generates its visits as jobs.

See it on your own quote.

Fourteen days, no credit card, your own price book. Send a real quote to a real customer during the trial.

or call/text (317) 850-1570