Turn a signed quote into a job
By the end of this article you’ll know what an Accepted quote does and doesn’t do, how it becomes a booked job, and what to do while you wait.
An accepted quote isn’t a booking yet
A quote is a price the customer agreed to. A job is that work on a date, at a time, with a technician. Accepting — by signature on your phone or through the emailed link — gets the quote to Accepted. Booking it is the office’s step: from the back office they turn the accepted quote into a job, choose the appointment and assign technicians. Your phone has no convert button, on purpose — the schedule is decided where the whole calendar is visible.
If you’re the one running the business from your phone, the office step is yours too, on a computer: see Convert an accepted quote into a job.
From signature to Work tab
- The customer accepts. On your phone the quote reads Accepted with the date — see Have the customer sign a quote on your phone.
- Tell the office when the customer wants the work done, if you agreed a day at the car. The quote carries no appointment.
- The office converts the quote into a job. The job takes the quote’s customer, vehicle, services and prices; the office sets the date and time and adds the technicians.
- When you’re assigned, the job appears on Work on its day after your next sync, like any other job. Open it to see the services and get going.
A quote becomes one job, never two. The quote itself keeps reading Accepted on your phone.
What the statuses mean
| On your phone | Meaning |
|---|---|
| Draft | Created, not sent. You can still send it or have it signed. |
| Sent | Emailed to the customer; waiting for their answer. You can still have it signed in person. |
| Accepted | The customer said yes, on the date shown. Ready for the office to book. |
| Declined | The customer said no. If they typed a reason in the email link, it’s shown after the date. |
| Expired | The expiry date passed, or the office closed it. It can’t be accepted as it stands. |
A quote only moves forward — once it reads Accepted, Declined or Expired, the phone shows the outcome and offers nothing more.
Good to know
- Don’t create a job yourself for a quote the office will convert. You’d end up with two jobs for one piece of work. If the customer wants to book right now and the office isn’t reachable, agree the day with them and tell the office — the conversion takes a minute on their side.
- Need to change the price? A quote can’t be edited from the phone. While it reads Draft or Sent, the office can change its lines and expiry; otherwise create a new quote with the new price.
- Expired but the customer still wants it? The office can move the expiry date forward, and then the quote can be accepted — signed on your phone, or through a fresh link the office sends.
- The office can accept a quote too, when the customer tells them by phone. After your next sync the quote reads Accepted on your phone exactly as if it had been signed.
- Changing the job later — services, time, technicians — changes the job, not the quote. See Add services, add-ons and products to a job.