When a customer accepts a quote
Updated August 9, 2026 · 3 walkthroughs
Acceptance happens on the customer's phone, and converting the accepted quote into scheduled work takes one action from you.
What your customer sees when they accept
0:16On the phone
- Your customer opens the quote on their phone
- The page scrolls to the signing panel, showing the selected option and its total
- They sign by typing their name
- The field now holds the customer's full name
- …and agreeing to the terms
- The agreement box is now ticked
- Accepted and signed — the office knows instantly
- Thank you! — the accepted option and its total, confirmed on the spot
Recorded August 2026
What the customer actually signs
The portal asks for a typed name and a confirmation rather than a drawn signature. It is faster on a phone, it is legible, and it records who accepted and when.
Converting to a job
Convert an accepted quote into a job
0:29On a computer
- Accepted quotes live under Quotes
- The Quotes list, with every quote's status and total
- Open the one the customer accepted
- The quote's detail page, marked accepted, with a Convert button in the header
- Turn the accepted quote into work
- The Convert quote dialog — three destinations, with Job already selected
- A quote can become an invoice instead — or, on the Ultimate plan, a sales opportunity
- Invoice selected — the job's scheduling fields collapse away
- Choose Job — the destination that schedules work
- Job selected again — its service type and date fields are back
- A quote has no service type — a job needs one
- The service types this business offers
- It decides what the technician is asked to capture on site
- The service type is set on the job
- Choose when it happens — the date is read back in words
- The new slot, read back underneath as Fri, Aug 14, 2026 at 1:30 PM
- Scheduled — and the job keeps a link back to the quote it came from
- The scheduled job, sourced from Quote Q-000004, with View Quote in its header
Recorded August 2026
Converting creates a scheduled job carrying the quote's line items and labour. You pick the date and technician as part of the conversion.
Converting the same quote twice does not produce two jobs — the second attempt takes you to the job that already exists.
The invoice matches the quote
The invoice raised from converted work starts from the quoted total, so the customer is billed what they agreed to. Extra work found on the day is added as new lines rather than by quietly changing the original figure.
When it is a maybe, not a no
Keep a declined quote as an opportunity
0:18On a computer
- Quotes and opportunities live side by side
- The Quotes list, with an Opportunities button beside Catalog
- Open the quote the customer accepted
- The accepted quote, with Convert in its header
- Turn the accepted quote into work — or into a deal to track
- The Convert quote dialog — all three destinations available
- Track it as a sales opportunity instead
- Opportunity selected — the job's scheduling fields collapse away
- Created — and it remembers which quote it came from
- The new opportunity — open, valued, and linked to the quote it came from
Recorded August 2026
A declined quote does not have to be dead. Keeping it as an opportunity leaves it somewhere you will see it again instead of losing it in a list of rejections.
Still have questions?