Turn approved quotes into jobs

Before and after

The office opens an approved quote, copies the address and scope into a job tool and then checks that both records describe the same visit.

Approval in the quoting tool triggers a draft job in the second tool. A failure notification gives the office a place to start when the transfer does not complete.

A worked example

Quote Q-184 for a consumer-unit replacement is approved. The job draft carries Q-184, the site address and the agreed work. The scheduler still chooses a crew and a date.

What you receive

• Agreed mapping from quote fields to job fields
• A tested approval-to-job workflow and failure notice
• Editable configuration and operating notes for the office

Where your team stays involved

The scheduler confirms access, staffing and dates. A missing address or changed scope goes back to the office.

One supported trigger, up to two tools and three action steps. Unsupported connectors, custom APIs and historical jobs need separate scoping.

Starting the conversation

Name your quoting and job tools and the fields a scheduler needs before allocating work.