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How do I turn a consultation into a quote?

In SynkedUP you don't convert a consultation directly — you create a new estimate, send it as a proposal, and optionally link the consultation to the resulting job.

Written by Fred Pape

Short answer: you don't convert a consultation directly into a quote. In SynkedUP you create a brand-new Estimate for that customer, send it as a Proposal (that's the "quote" your customer reviews), and then — if you want the two tied together — go back to the consultation and associate it with the job you just created.

Here's the flow

  1. Create a new Estimate for the customer (and the correct property). You don't need to start from the consultation — the estimate stands on its own.

  2. Build the estimate and send it as a Proposal. That Proposal is the quote your customer sees and approves.

  3. (Optional) Open the original Consultation and choose the job it's associated with. This links your consultation to the new job/estimate for your own records — it isn't required to send the quote.

Good to know

  • A consultation doesn't "become" a quote, and there's no "Completed" step on the schedule that converts it. The schedule just shows the consultation for visibility.

  • The link between a consultation and a job is set from the consultation, after the job/estimate exists — not by finding a field on the estimate first.

Questions? Hit us up in chat and we'll help you out.

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