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Modify a Converted Quote
  • 15 Jun 2022
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Contents

Modify a Converted Quote

  • Updated on 15 Jun 2022
  • 1 Minute to read
  • Contributors
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Article summary

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.

1.  If you have not scheduled any Work orders for this Job, simply delete the Job, modify the Quote, and reconvert it.   Otherwise skip to step 2 

(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.)


2. Open the Job > "Misc..." button > "View Quote"


3. On the Quote > click the "Add'l Info" tab > click the ellipsis next to "Converted To Job:" >  "Unlink From Job" > Confirm that you want to "unlink"


4. Make changes to your Quote.


5.  Now relink it back to the original Job.

Click the "Add'l Info" tab > click the elipsis next to "Converted To Job:" > "Link to existing job"


6.  Find and highlight your Job, and click the "Select" button.


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


What's Next