Turn a deal into a job

Most service work is sold before it is done, so most jobs should come out of a deal rather than being typed in twice.

Set it up once. In your pipeline settings, tick the box on whichever of your own stages means "now go and do it". There is no stage called Jobs and we do not add one: you decide whether that moment is Won, or Signed, or Scheduling, because every company draws the line somewhere different.

Then it is automatic. Moving a deal into that stage creates the job, carries over the customer, the contact, the project and the currency, and copies the quote lines onto it. Move the deal out and back and you get the same job, not a second one.

The job keeps a link back: Open the deal this came from.

The quote becomes a starting point, not a promise. Copied lines arrive as From the quote and marked Planned. Nothing is billed because a line was quoted. The crew ticks off what they actually did, changes what changed, and adds what they found. See Lines, and what actually gets billed.

And the deal stops invoicing. This is the part worth understanding. Once a job carries the billing for a deal, winning that deal no longer raises its own one-time invoice — otherwise the customer would get two. The invoice comes from the job, built from the delivered lines, at the point the work is actually finished.

That is the whole reason the module exists. You quote a price, then you find rot behind the panel, or a part that has to be replaced, or the job takes two hours less than you thought. The invoice is not knowable when the deal is won, so the deal no longer pretends it is.

Or book one by hand. Book a visit on a deal creates the visit there and then, without waiting for a stage to be reached: The customer, the site and the money come from the deal. Winning the deal authorises the work; the visit is what bills it. Tick Copy the quoted lines onto the job to bring the quote across. They arrive as a plan. The crew ticks off what was actually delivered, and only that is billed. The same button is on a project.

If you do not use deals at all, none of this applies and nothing above happens. A job can be created straight from the Jobs page (Create a job), from a project when one installation needs several visits, or by an automation.