Creating a Job from an Accepted Quote

Creating a Job from an Accepted Quote

Overview

Once your client has accepted a Quote, JGID allows you to convert it directly into a Job.

This ensures all of the information you've prepared during the quoting process—including Items, Clauses, Inclusions, pricing and project details—flows through into the Job, eliminating the need to enter the information a second time.

Creating a Job

1. Open the accepted Quote.
2. Click Quote Accepted.
3. JGID will create a new Job linked to the Quote.
4. The Opportunity, Quote and Job remain connected, providing a complete history of the project.

What Happens Next?

Once the Job has been created, you can continue managing the project by:

• Scheduling staff and equipment.
• Allocating resources.
• Recording Worksheets and Timesheets.
• Completing inspections, reports and other project documentation.
• Generating Invoices.

Because the Job is created directly from the Quote, your team can continue working from the information that has already been prepared.

Why Create a Job from a Quote?

Creating a Job directly from the accepted Quote helps ensure consistency throughout the project.

Benefits include:

• No duplicate data entry.
• Reduced administration.
• Improved accuracy.
• A complete audit trail from Opportunity through to Invoice.

Best Practice

• Only accept a Quote once you have received confirmation from your client.
• If changes are required after the Quote has been issued, consider creating a New Quote Version rather than modifying the accepted Quote.
• Review the newly created Job before scheduling work to ensure everything has carried across as expected.

Related Articles

• Understanding Quote Statuses
• Creating a New Quote Version
• Scheduling a Job
• Creating an Invoice