WorkQuotes
Quote-to-Job Conversion Choices
How the separate-job and combined-job confirmation choices change the jobs created from a quote.
When you confirm a quote, the most important operational choice is whether the quote should become one job per service or one combined job.
Create One Job Per Service
- What it does: Creates a separate job for every service on the quote.
- When it makes sense: Choose this when each service needs its own operational record, its own service link, or its own future scheduling identity.
- What carries over: Each created job keeps the quote reference, due date, schedule settings, address details, geocoded location, and the pricing attached to that service.
- Hourly-per-person services: This option is required when any service on the quote uses hourly-per-person pricing, because those details need to stay tied to their own service job.
Create One Combined Job
- What it does: Creates one job using the total value of the whole quote.
- Service link: The created job does not have one specific service attached, because one job cannot represent multiple different services at the same time.
- When it makes sense: Choose this when the quote is being delivered as one combined piece of work and the team only needs one live job to manage it.
What Happens In Both Cases
- Customer matching or creation: Work Planner first looks for an existing customer with the same first name, last name, and email address. If there is no match, it creates a new customer from the quote.
- Images: Quote images are copied onto the created job or jobs.
- Links back to the quote: The jobs created from the confirmation stay linked to the original quote.
Things To Watch
- Combined-job restriction: The combined-job option is disabled when the quote contains hourly-per-person services.
- Plan limits: Separate-job confirmation can create several jobs at once, so plan limits matter more when a quote has many services.
- Think about later workflow: If the team will schedule, complete, or invoice each service separately, one job per service is usually easier to manage.
Related articles
- Confirming a Quote: Covers the wider confirmation step around these choices.
- Quote Service Pricing: Useful when pricing structure is influencing which conversion option makes sense.
- Job Detail View: Helps once the quote has been converted and you need to work from the created jobs.
- Creating a Job from the Dashboard: Useful when you want to compare manual job creation against quote-driven job creation.