How to confirm a quote and create a job sheet

Before you start

The quote should reflect what the customer agreed. Set status to accepted (or confirm from the workflow panel when ready).

Steps

1. Open Quotes and select the quote.

2. Review line items, customer, and site address (where the work will happen — same options as on a job sheet).
3. On the quote detail Workflow panel, choose Confirm quote & create job sheet (accept the quote and create the linked job sheet).

4. JobSheet creates a job sheet linked to this quote, including the quote’s site address, your reference, and comments from the quote (copied to the job sheet for your team on site). Open it from the workflow link or Job Sheets.
5. On the Office tab, open the Schedule step (or Advanced edit). Tick one or more people under Assigned to, set Job date and time, and add any extra description.
6. Complete the work on site and mark the job done before invoicing.

If the quote is declined

Set status to declined. The workflow shows the quote as blocked; no job sheet is created.

Related guides

• Set your quote number and reference
• Create an invoice after a job is done
• Create a quote with line items