Converting Approved Quotes into Work Orders

Converting Approved Quotes into Work Orders

Once a quote is approved, it can be converted into a work order so the job can be scheduled and completed.

Overview

A quote must be approved before work can begin. There are two ways a quote can be approved:

  • The customer approves it directly from the quote link.
  • Your company manually approves it within Lessen Pro.

Once approved, the quote converts into a Work Order (or is added to an existing one) and can be scheduled.

Option 1: Customer Approves the Quote

Customers can approve quotes directly from the email or text notification they receive.

1

Send the Quote to the Customer

From the quote, send it to the customer via Email or Text.
2

Customer Opens the Quote Link

The customer receives the notification and clicks the View Quote link in the message.
3

Customer Approves the Quote

The customer reviews the quote and selects Approve. If your company has enabled it, they may also be prompted to provide a signature.
4

Convert to a Work Order

Once the customer approves, the quote status updates automatically to Approved.

If the quote originated from a Lead, select Convert to Work Order. The job is now ready to schedule.

Option 2: Manual Approval by Your Company

If needed, your team can manually approve a quote directly in Lessen Pro.

1

Navigate to Work

From the left navigation, go to Work and locate the quote you want to approve.
2

Open the Quote

Select the quote to open its details.
3

Approve the Quote

Click Approve to manually approve the quote. If applicable, you may also change the status to Awaiting Response.
4

Work Order Created

Once approved, the quote automatically converts into a Work Order and you can proceed to scheduling.

What Happens Next

After the quote converts into a Work Order, you can:

  • Assign a technician
  • Schedule a visit
  • Begin the check-in and service workflow
  • Track job progress
  • Generate an invoice after completion

Quotes vs. Invoices

While Quotes and Invoices share a similar creation process, there are a few key differences.

📋 Quotes

  • Propose work before approval
  • Sent for customer approval
  • Can be accepted or rejected by the customer
  • Focuses on proposed services and pricing
  • No payment progress tracking

🧾 Invoices

  • Bill for completed or approved work
  • Creates a payment request
  • Includes payment terms, due dates, and taxes
  • Tracks paid and remaining balances
  • Includes payment status and invoice history

💡 Best Practices

  • Send quotes immediately after creating them.
  • Enable signature requirements for larger jobs.
  • Convert approved quotes quickly to avoid scheduling delays.

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