Converting a Quote to a Job

To save time and energy we can move all of the information in a Quote to a new Job.  When we convert the Quote to a Job, the Quote is deactivated (hidden from your active Quote List), and becomes read only.

1.  Create the Quote (see New Quote (Desktop))

2. Open the Quote Finder

3. Find and highlight your Quote > click "Convert To Job" > click "Continue"

Congratulations, your Quote has been converted into a Job.