WorkQuotes
Quote Scheduling
How due dates and recurring schedule fields work on quotes and what carries through when the quote becomes a job.
Quote scheduling is there to answer two questions early: when should this quote appear in the planner, and if the work is recurring, what repeating pattern should be carried into the job later.
Due Date Comes First
- Due Date: This lives in the Basic Information section of the quote popup and is the date that makes the quote show up properly in planner-based workflows.
- Why the scheduling section appears after a date is entered: As soon as a due date is set, Work Planner turns on the scheduling block underneath it because there is now a real starting point for recurrence.
- Clearing the due date: If the due date is removed again, the scheduling block is switched off and the recurrence fields are cleared with it.
Recurring Schedule Fields
- Schedule Frequency: Choose whether the work repeats daily, weekly, or monthly.
- Schedule Interval: This is the repeat gap. For example, a weekly frequency with an interval of 2 means every 2 weeks.
- Schedule Days of Week: Appears for weekly schedules. Use it to choose which days the work can land on.
- Schedule Day of Week (Optional): Appears for monthly schedules when the monthly visit should follow a weekday pattern such as Monday.
- Schedule Week of Month: Appears for monthly schedules and controls whether the work happens on the first, second, third, fourth, last, or all weeks of the month.
- Schedule Summary: The summary underneath the fields translates the recurrence into plain language so you can check it before saving.
When To Use Scheduling and When To Leave It Alone
- Use scheduling: When the quote is for recurring work and you already know the expected pattern.
- Leave scheduling alone: When the quote is a one-off and only needs a single due date.
- Planning only: The quote schedule does not create future jobs by itself. It stores the recurrence so that the confirmed job starts life with the right scheduling pattern.
What Carries Forward
- Planner visibility: The due date controls when the quote can appear in planner views before it is confirmed.
- Job creation: When the quote is confirmed, the created job or jobs inherit the due date, schedule frequency, interval, week, and day values from the quote.
- Non-working-day handling: Any organisation rules about working days apply later in job planning, so it is still worth setting a realistic pattern here.
Related articles
- Creating a Quote: Shows where the due date and scheduling section now appear inside Basic Information.
- Editing a Quote: Useful when the recurrence pattern changes after the quote already exists.
- Planner Screen: Helps explain how due dates surface in planner views.
- Quote-to-Job Conversion Choices: Covers what the created jobs inherit from the quote.