Learn when to create quotes versus jobs, and how they work together.
When to Create a Quote
Use quotes when:
When to Create a Job
Use jobs when:
Quote Features
Quotes include:
Quote Lifecycle
| Status | Description |
|--------|-------------|
| Pending | Quote created, not yet sent |
| Sent | Delivered to customer |
| Accepted | Customer approved, ready to convert |
| Declined | Customer rejected |
| Expired | Past validity date |
Converting Quote to Job
When a quote is accepted:
Creating Job & Quote Together
When you know work is confirmed but want a record: