Converting a Quote to a Job in Ascora ensures a smooth transition from the quoting phase to project execution. Once a customer accepts a Quote, all relevant details—such as supplies, labour, customer, and site information—are instantly transferred to a Job Card, eliminating the need for double data entry and streamlining your workflow.
Why Convert Quotes to Jobs?
- Save time and maintain accuracy by auto-populating Job Cards with existing Quote data.
- Ensure consistency in customer and project information across all stages.
- Instantly update the Quote's status to "Won," providing clear visibility into your pipeline.
This feature empowers your team to efficiently move from planning to action, keeping projects on track and delivering exceptional service. Follow the steps below to convert your accepted Quotes into Jobs and kickstart your projects with ease.
From the Quote Card, click the Convert to Job button. The Quote will be instantly converted to a Job and the Job Card will now display on the screen. The status of the Quote will change to ‘Won’.