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Creating a Job Sheet from a Quote

This article will help you with creating a Job sheet using from a quote you have sent to the customer

Click into the Project that the quote is assigned too after being created.

project screenshot

Then when I here select the 'Create Document' or 'Create Estimate, Job Sheet or Invoice' depending on how it appears for you.

(If you receive the 'Project Convert' message upon clicking this button. It means the project has not been confirmed yet. To do this click the 'Convert Project' button at the top)

project convert

When on the next page, click on the pricing item turning it green and then click 'Create Job Sheet' in the top right.

create a job

After this a Job Sheet will be created from the contents from the quote

job sheet