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Convert Requests to Jobs

How to convert an incoming request into a scheduled job, what data carries over, and how to handle partial conversions.

Liam Chen
Written by Liam ChenUpdated over a month ago2 min readBeginner

What this guide covers

This guide explains how to convert a request into a scheduled job. Converting is the primary way to move from a customer inquiry to actual work on the schedule.

When to convert

Convert a request to a job when:

If the customer needs a price estimate before committing, consider converting to a quote instead.

How to convert

  1. Open the request at its detail page.
  2. Click Convert to Job in the top-right corner.
  3. The job creation form opens with pre-filled data:
    • Contact -- from the request.
    • Property -- the contact's linked property, if available.
    • Description -- from the request description.
  4. Complete additional fields:
    • Assigned technician -- who will do the work.
    • Scheduled date and time -- when the work happens.
    • Line items -- services and parts from the pricebook.
  5. Click Save to create the job.

Screenshot: The job creation form with contact, property, and description pre-filled from the request.

What happens after conversion

Partial data

If the request does not have enough information:

Tip: Review the request notes before converting. Notes often contain details from phone calls or follow-ups that should be included in the job description.

Animation: Clicking Convert to Job and watching the job form populate with request data.

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