Convert to Work Order
Turn approved quote into work order
Step by Step
1
Open the approved quote
2
Click 'Convert to WO'
3
Review pre-filled information
4
Adjust date and time if needed
5
Confirm conversion
6
WO is created with quote items
Tips
- •Link between quote and WO is maintained
- •Items and prices are copied automatically
- •You can create multiple WOs from one quote