WorkQuotes
Confirming a Quote
How quote confirmation works, including customer creation or matching, job creation, status changes, and linked records.
Confirming a quote is the step that turns the quote into real operational records. From this point on, the quote is no longer just an estimate.
Before You Can Confirm
- Sent status only: A quote must already be in Sent status before it can be confirmed.
- Where confirmation starts: You can confirm from the quote detail view, or from the Process Quote popup on the planner and on a worksheet.
- Or the customer accepts it: A quote sent with its link can be accepted by the customer online. That confirms it for you straight away, as separate jobs, one for each service, and you get a notification. Their emails and texts about the quote move onto their customer record too.
What Confirmation Does
- Find or create a customer: Work Planner first looks for an existing customer in the same business with the same first name, last name, and email address. If it does not find one, it creates a new customer from the quote details.
- Create job records: The quote services and pricing are converted into one or more jobs depending on the confirmation choice used.
- Copy quote images: Any images attached to the quote are copied across to the created jobs.
- Link the records: The quote is updated with the linked customer and the created jobs keep a back-link to the quote.
- Change the quote status: The quote moves to Confirmed and Work Planner records the confirmed date.
Things That Can Stop Confirmation
- Wrong status: Received, pending, confirmed, or declined quotes cannot be confirmed.
- Hourly-per-person combined confirmation: Quotes with hourly-per-person services cannot be confirmed as one combined job.
- Plan limits: If confirming the quote would create more jobs than the current plan allows, Work Planner blocks the confirmation step. A customer who accepts online at that point still has their acceptance kept: the quote stays Sent with a note, ready for you to confirm once there is room.
What You See Afterwards
- Confirmed Date: The quote detail view shows when the quote was confirmed.
- Related Jobs: The detail view shows buttons or tabs for the jobs created from the quote.
- Customer tab: Once the quote is tied to a customer, the detail view can open the linked customer information directly.
Related articles
- Quote Detail View: Shows where the confirm action appears and what changes after confirmation.
- Quote-to-Job Conversion Choices: Covers the separate-job versus combined-job decision in detail.
- Accepting a Quote Online: What happens when the customer accepts the quote from its link.
- Job Detail View: Useful once the confirmed quote has created live jobs.
- Customer Detail View: Useful once the confirmation step has created or matched the customer.