What creates Quotes tasks
Quotes tasks track what is happening with quotes you have sent. Signed means the customer signed the quote, so you can turn it into scheduled work. Email Bounced means the quote could not be delivered to the customer. Unanswered means the customer has not responded by the due date.
New signatures collected in person also create Signed tasks with the quote attached; the quote does not need to have been emailed first. Their Create Job / Visit action carries the same quote context and planned items into the job.
You work each task by moving it through its statuses. A Quotes task can also move into a custom folder your business has added, and back to its original Quotes folder, using Move to Folder in Quick Actions — see Organize task categories and folders. The Quotes group appears if you have permission to view quotes.
Open a Quotes task to see the quote number, current quote status, total price, and a preview of its description. Select Preview quote to open the quote document over the task without losing your place. The quote number links to the full quote when you need its controls, timeline, or complete editing view.
On a Signed task, Create Job / Visit carries the quote into the job: Technician Instructions are drafted from the quote (its description, line items, and the customer's signing note, with pricing left out) in the style of the instructions your office has saved before, the quote's line items become the visit's Parts, Labor & Items, and the quote is linked to the job so it shows on the job's Quotes tab. Technicians see the instructions and the line items on the visit in the mobile app. See Quick Actions on a task.
Where to find it: Tasks page, the Quotes group in the left sidebar
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