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- Hi! Im Eva from Jobber. Lets talk about applying an action to your quote. This is how youll move the quote to the next stage of your workflow. From a quote, youll see edit. This will take you to the edit screen of the quote where you can make changes to the quote. Click more actions in the top right hand and youll see convert to job. Click this when youre ready to change this quote into a job and start scheduling the work. Create similar quote. This allows you to take this quote and copy it to this or another client and property. Email, this will email the quote to your client and also change the status of the quote to a waiting response. Your client will be able to view and approve the quote. If you would rather send the quote by text message instead of email, select the send text message button. Mark as awaiting response. This takes the quote out of draft status and moves it into awaiting response. Texting or emailing a quote labels it as awaiting response automatically. So y
