Quote-to-Job Conversion Choices
How the separate-job and combined-job confirmation choices change the jobs created from a quote.
Read articleQuotes help
Help for Quotes in Work Planner.
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Image Viewer Popup
How the quote image viewer popup works and when to use it instead of relying on thumbnails.
Read articleQuick-Process Popup
How the quote quick-process popup works when you need to send, confirm, or decline a quote without opening the full detail view.
Read articleConfirming a Quote
How quote confirmation works, including customer creation or matching, job creation, status changes, and linked records.
Read articleSubmitting a Quote
How the Send Quote step works, including final service pricing, status changes, and what opens up after the quote is sent.
Read articleQuote Images
How quote images are uploaded, reviewed, deleted, and copied into jobs after confirmation.
Read articleQuote Scheduling
How due dates and recurring schedule fields work on quotes and what carries through when the quote becomes a job.
Read articleQuote Service Pricing
How service pricing works on quotes, including fixed pricing, hourly pricing, and how totals feed into confirmation.
Read articleQuote Detail View
How the quote detail view is organised, including actions, tabs, services, pricing, images, and related jobs.
Read articleEditing a Quote
How quote editing works, including status limits, service changes, schedule changes, and image management.
Read articleCreating a Quote
How to create a manual quote, including services, pricing, address details, scheduling, and images.
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