You have written the job up once already — what you are fitting, what you are taking out, what is included. That was the quote. When the customer says yes, none of it should have to be typed again for the engineer.
Mark it accepted, and say yes
Mark the quote as accepted, from the quote itself or from the list, and Mucka asks:
Put it on the diary?
Tap Create job and the job is made for the same customer, with the length worked out from the labour you quoted.
It has no date and nobody on it. That is deliberate — accepting a price is not the same as booking a day. Open the job when you know when you are going, give it a date and an engineer, and it appears in the diary like any other booking.
Tap Not yet and nothing is created. You can still make the job later from the quote's own menu.
What the engineer sees
Open that job — on a computer or on the phone — and there is a What was quoted panel on it, holding:
- every line off the quote, in the order you wrote them, with any detail you put underneath
- the internal notes from the quote
No prices. None of the figures cross over, which is why the panel shows for your engineers and your subcontractors at all — they get the scope of the work without seeing what the customer is paying for it.
It reads the quote as it stands rather than taking a copy, so if you correct the quote after the job is made, what the lads are looking at is corrected with it.
When the customer accepts it themselves
On Live Quotes, a customer can accept and sign on their own page. When they do, the same question arrives in your queue as a card:
Work won — Jenny Hart accepted quote QUO-1042 online — £2,340.00. Nothing is on the diary for it yet — tap to make the job.
One tap makes it. Dismiss it and nothing happens.
Already got a job for it?
Then there is nothing to make. A quote attached to a job before it was sent keeps that job, and the What was quoted panel appears on it as soon as the quote is accepted.
If you would rather just say it out loud:
"Nigel's accepted — put that one on the diary."