Adding Job to a Quote

To add a Job directly from a Quote click +Job option, either from the More Options menu on the main Job page in edit mode or from the spill menu in the Quotes list view.

Selecting this option will prompt the user to confirm the creation of a job for the specified customer. Once confirmed, the job will be created, and the quote will be linked to it.

The quote will be marked as accepted once the job is saved; otherwise, it will retain its active status.

Users will not be able to edit, delete, or invoice a Quote until the associated Job has been saved.

Linking an Existing Job to a Quote

To link customer quotes to existing jobs using the link option either from the More Options menu, available within an individual customer quote or via the spill menu on the Customer Quote list view.

Clicking the Link option will prompt the user to select a job from a dropdown list.
Please note the dropdown will display only jobs associated with the specific customer.

After selecting a job, if it is already linked to another quote, a warning message will appear. The user will then have the option to either:

• Replace the existing linked quote with the current one, or
• Select a different job and confirm the new link.

Once a quote is successfully linked (via Replace or Confirm), the Quote status is automatically updated to “Accepted"

To unlink a quote from a linked Job by selecting the Job from the Jobs list, clicking the arrow icon next to the linked Quote, and choosing the Unlink Quote option from the dropdown menu.

In the Quotes List view, quotes linked with jobs will display a Job icon, making it easier to identify associated jobs. Hovering over the job icon will reveal job details, such as the job number and status.