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Quote-to-Job Conversion

The process of turning an accepted quote into a structured job record, carrying scope, materials, labour and dates without retyping.

On this page
  1. Definition
  2. Example
  3. Why it matters
  4. Related
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Definition

Quote-to-job conversion is the operational step where an accepted quote becomes a job inside the production system. The job inherits everything from the quote — scope, line items, expected materials, labour estimate, due date, customer record. Done correctly it is a single click.

Example

Worked exampleA client approves a R 86,400 kitchen quote on Tuesday. The estimator clicks "Convert to job." A new job is created with the same line items, the cabinet maker sees the cut list on her board, materials are auto-flagged for ordering, and the install date enters the schedule.

Why it matters

In shops without quote-to-job conversion, the accepted quote is retyped — sometimes by the estimator, sometimes by the production scheduler. Errors creep in. Specs drift. The accepted scope and the produced scope can diverge silently.

Related terms & resources

  • Quote-to-cash playbook
  • Quotix module

Quote-to-Job Conversion in Slabr™.

Slabr is built around the operational realities of custom manufacturing. Quote-to-Job Conversion is one of the things we get right out of the box.

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