Turn an accepted quote into a job

When your client accepts a quote online, Quoti creates the job for you, unless you turned that off. If they said yes by phone or in person, open the quote and tap Convert to job.

When the client accepts online

1. Your client opens the quote link, ticks any optional extras or add-ons they want, and taps Accept quote.
2. If you let them pick a time, the button reads Accept & schedule. They choose a date and time from your open slots, or tap I'd rather be contacted to schedule.
3. They check everything, can add a note (gate code, parking, pets), and tap Confirm & accept quote. They see You're booked! with the day and time, or Quote accepted!.

You get a notification, and the quote changes: - With Create the job automatically on (the default), Quoti creates the job with what the client accepted, including extras and the time they picked. The quote shows Converted to job # and the job number. Tap Open job to see it. - With it off, the quote shows Approved: "Approved online by the client. Convert it to a job when you're ready to schedule." Follow the steps below.

Clients can't change your packages or prices on the quote page. To change something, they tap Request changes.

Convert a quote yourself

1. Open the quote, from the Sales tab or from the client.
2. If the client chose optional items, tap each one and turn on Client wants it. It's then included when you convert the quote to a job.
3. Tap Convert to job.
4. New job opens with the client, the address and the line items. If the client accepted online, it uses exactly what they accepted.
5. Under Schedule, pick a day and a start time, or choose Schedule later. With no date, the job is saved as Unscheduled and you can book it later.
6. Tap Create job.

The quote now shows Converted, its follow-ups stop, and Open job takes you to the job.

If a client accepted by phone, you can also tap the menu button at the top of the quote → Mark as approved to record it, then convert it when you're ready.

Turn automatic job creation on or off

1. Tap More → Quotes.
2. Under When the client approves online, use the Create the job automatically switch. Off means the quote is marked Approved and you convert it when ready.

Deposits

If the quote asks for a deposit, your client sees Deposit due at booking on the quote page. When you receive it, open the quote and tap Mark received next to Deposit, then enter the amount and date. It's deducted from the final invoice.

Related articles

• Create and send a quote
• Follow up on quotes automatically
• Create a job
• Track your leads in the Sales tab