How to manually accept a quote

You can manually accept a quote with 2 clicks
Written by Mony
Updated 1 year ago

You can manually accept a quote instead of letting your customers 'Accept/Reject' it by toggling the job status.

Accepted quotes turn into scheduled jobs

How to manually accept a quote:

  • Click on 'Quote status'
  • Select 'Accepted'

  • The accepted quote will be turned into a scheduled job
  • If payment preauthorization is turned 'On' a 7-day hold on payment will be placed on any quote that gets accepted by a customer if they successfully pay via card


  • You can select different payment methods for quote and change them later in the job
  • If you select credit/debit card on the quote and you have this payment option required a credit/debit card will be required for the customer to accept the quote

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