📖 How-to guide

Accepted quote → job

Accept the quote, then book a visit from Today or Jobs.

  1. Open the quote and tap Accept when the customer says yes.
  2. Tap Today → New job (or Jobs → Schedule job) and pick the same customer.
  3. Use the quote title and price as your guide — copy any notes you need.
  4. The job shows on Today and the Calendar for your team.

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