Turning a won quote into a job

When a quote is won, Prevarro creates the job for you from the winning option.

This article is being updated.

You don't copy a won quote into a job by hand. The moment a quote is won, Prevarro creates the job from it. A variation quote raised on a job adds a new scope to that job instead.

Quoting and Jobs show by default for businesses that deliver work as jobs. If your business runs members, they're hidden unless someone turns them on in Settings → Modules.

Two ways a quote is won

• Your client accepts it online. When they select Accept on the quote you sent and type their name, the quote becomes Won. The person who created the quote gets a notification.
• You mark it won. In Quoting → Quotes, open the menu on a Presented quote and choose Mark won.

If the quote has more than one option, you're asked which option won. If the option has optional items, you then tick the ones the customer took. Your client picks their option, and any optional items, when they accept.

What the job starts with

The new job carries over from the quote:

• the client and site the quote was billed to
• the quote's description and job type (Fixed price or Time & materials)
• a base scope named after the winning option, with the option's total as its ceiling and its cost as the estimated cost, each including the optional items that were taken
• one deliverable for each inclusion in the winning option's scope of works (exclusions make none)
• on a Project, the phases your business has set up for that job type, in Jobs → Settings → Phase templates - or the quote's sections instead, if you tick Use the quote's sections as phases when you mark it won
• for a Time & materials job, a labour rate for each role on the winning option's labour lines

The Use the quote's sections as phases box starts unticked unless your business has turned on Use a won quote's sections as phases by default in Quoting → Settings. A quote your client accepts online follows that setting.

The job opens as a Quick job or a Project, whichever your business picked under New jobs open as in Jobs → Settings. It also opens as a Project whenever the quote's payment schedule has more than one milestone, or the winning option includes a subcontractor's labour.

The job is named with its job number to start with. Click the name at the top of the job to rename it.

Find the job

Go to Jobs. The new job is in the list. When you open it, a What was just set up panel lists what was created, including the quote it came from. Select Edit setup to adjust it, or the cross to hide the panel for good.

On a Project, the Scope tab shows the base scope and its deliverables. On a Quick job, the deliverables are under Work on the job's page.