Convert Requests to Jobs

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:

• You have confirmed the scope of work with the customer.
• You are ready to schedule a technician.
• The request does not need a quote first.

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

• The request status changes to Converted.
• A link to the new job appears on the request detail page.
• The request remains accessible for reference.

Partial data

If the request does not have enough information:

• Missing property: select or create one during job creation.
• Missing details: add them manually to the job form.
• The conversion pre-fills what it can and leaves the rest for you.

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.

Related articles

• Track Incoming Requests
• Convert a Request to a Quote
• Create and Manage Jobs