Modify a Converted Quote

Are you sure you don't want to make a Change Order?

Typically, if you have started work on a Job, and the Customer asks for more, you will want to make a change Order. (see Creating a Change Order)

Overview & Notes

- Since a Quote becomes read only once it is converted and 'linked' to a Job, we will have to unlink the Quote from the Job, make our changes, and link the Quote back to the Job.

- Note that the tasks on a quote are only copied to a new Job when we 'convert'. The act of linking does not copy any information from the quote to job.

Modify a Converted Quote on Desktop

If There are No Work orders for this Job:

If you have Work Orders, Field Tickets, or other irreplaceable information already attached to the Job, please skip to step 2

If there are no work orders on the job, the easiest way to modify the quote would be to delete the Job, modify the Quote, and reconvert it.

(Hint: the Quote will still be deactivated after deleting the Job, so you will have to uncheck "Active Only" to view it on the Quote Finder.)

Step One: Find The Quote

Open the Job, click on the ‘Misc’ button, and click on ‘View Quote’

Step Two: Unlink Quote from Job

Inside the quote click on the ‘Add’l Info’ tab, go to the ‘Converted To Job’ information box, and click on the Ellipsis → ‘Unlink from job’

Step Three: Make changes to your Quote.

Step Four: Relink Quote to the Original Job.

On your edited quote go to the ‘Add'l Info’ tab → click the ellipsis next to ‘Converted To Job’ → ‘Link to existing job’

Step Five: Relink Quote to Original Job Part 2

Find your desired job, click on it once to highlight it, and then click ‘Select’ to attach it to your quote.

Step Six: Save Your Changes

Now that you have re-linked the Quote and Job, press ok on the Quote to save your Changes

Modify a Converted Quote on Portal