Once a quote has been created, you can approve it, which changes it into a work order. You can approve a quote on the Quotes and Work Orders page, or directly on a Customer page.  

Approve a Quote on the Quotes and Work Orders Page

1. Select Invoicing from the navigation menu, and then select Quotes & W/O

2. On the Quotes and Work Orders page, find the quote you want to approve in the Quotes section, and then click Approve & Schedule.

The quote changes into a work order and now appears in the Work Orders section of this page and the Customer page. Click here for more information about work orders.

Approve a Quote on the Customer Page

In the Quotes section on a Customer page, find the quote you want to approve, and then click Approve & Schedule.

The quote changes into a work order and now appears in the Work Orders section of this Customer page and the Quotes and Work Orders page. Click here for more information about work orders.

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