Turn a Quote into a Job

After a customer accepts a quote, you can turn that quote into a job if you have the correct permissions.

To turn a quote into a job, complete the following steps:

1. Click Menu > Quotes > Quote Search.
2. In the Quote Search grid Quote # column, click the quote number to display the quote.
3. On the Quote page, under the grid, click Create Linked Job. TrafficLIVE creates a job based on the quote and displays the Job Overview tab.