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WorkQuotes2 min read

Confirming a Quote

How quote confirmation works, including customer creation or matching, job creation, status changes, and linked records.

Work Planner Team12 April 2026

Confirming a quote is the step that turns the quote into real operational records. From this point on, the quote is no longer just an estimate.

Before You Can Confirm

  • Sent status only: A quote must already be in Sent status before it can be confirmed.
  • Where confirmation starts: You can confirm from the quote detail view, the dedicated confirm page, or the quick-process popup where that workflow is available.

What Confirmation Does

  • Find or create a customer: Work Planner first looks for an existing customer in the same business with the same first name, last name, and email address. If it does not find one, it creates a new customer from the quote details.
  • Create job records: The quote services and pricing are converted into one or more jobs depending on the confirmation choice used.
  • Copy quote images: Any images attached to the quote are copied across to the created jobs.
  • Link the records: The quote is updated with the linked customer and the created jobs keep a back-link to the quote.
  • Change the quote status: The quote moves to Confirmed and Work Planner records the confirmed date.

Things That Can Stop Confirmation

  • Wrong status: Received, pending, confirmed, or declined quotes cannot be confirmed.
  • Hourly-per-person combined confirmation: Quotes with hourly-per-person services cannot be confirmed as one combined job.
  • Plan limits: If confirming the quote would create more jobs than the current plan allows, Work Planner blocks the confirmation step.

What You See Afterwards

  • Confirmed Date: The quote detail view shows when the quote was confirmed.
  • Related Jobs: The detail view shows buttons or tabs for the jobs created from the quote.
  • Customer tab: Once the quote is tied to a customer, the detail view can open the linked customer information directly.

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