Conversion Options
Convert to Job: Instantly turns an approved quote into a scheduled job.
Convert to Invoice: Skips the job stage and creates a bill immediately.
How to Convert
From Quote View: Use the bottom bar Actions Menu inside the quote to convert.
Sync: All information automatically syncs, allowing you to schedule the job or send the invoice seamlessly.
You can also quickly Convert Quotes from the Quote List.
Simply click the Three-Dot Action Menu on a quote and select your desired conversion option.
Need more help? We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.