Create a quote from a job task

When a visit is finished you often want to quote follow-up work while everything about the job is still fresh — including the photos your team took on site. The Create a Quote quick action on a job task starts a quote that already knows the customer, property, and job, and lets you attach the job's photos to it in one step.

Before you start

• The task must be a job task (it appears under Jobs on the Tasks page).
• You need permission to create quotes.
• The Auto-attach job photos to quotes from tasks toggle must be on. Turn it on in Settings → Work Management → Tasks → Task Documents. When it is off, no job photos are added to the quote.
• Photos only appear to attach if they are on the job. Photos captured on an inspection report or work acknowledgment are added to the job automatically when that report is published (when the report is set to link its photos to the job).

Create the quote

1. Open the Tasks page and select the job task under Jobs.
2. In Quick Actions, click Create a Quote.
3. If the job has photos, they appear pre-added in the quote's Attachments section. Remove any you do not want to send with the trash icon; the ones you keep are attached to the quote for the customer to see.
4. Choose Generate draft to have Essential draft the line items from the job's work, or Create from scratch to add them yourself.
5. Review the line items, terms and conditions, and the preview, then save or send the quote.

The customer and property are already filled in from the task, and the job is linked to the quote automatically, so the draft is scoped to the work on that visit.

Where to find it: Tasks page → a job task → Quick Actions → Create a Quote

Notes

• Attached job photos ride along with the quote the same way any other quote attachment does — they are included when you send the quote to the customer.
• Attaching a very large set of high-resolution photos can push the quote email past its attachment size limit. If a sent quote arrives without its photos, deselect some and resend.
• The same works for invoices: turn on Auto-attach job photos to invoices from tasks in Settings → Work Management → Tasks → Task Documents, then create an invoice from a job task's Quick Action — the job's photos appear in the invoice's Attachments section the same way.

Related guides

• Create a quote
• Attach a file to a quote
• Send a quote to a customer
• Link quotes and invoices to a job