Once a customer has approved a quote, you can convert it into a booking to schedule the work. This guide shows you how to change a quote to a booking in Workshop Software.
Step 1: Open the Quote
- Open the quote you want to convert to a booking.
- If you need to create a quote first, see How to Create a Quote.
Step 2: Create the Booking
- Click the Action (star) icon on the quote.
- Select Create Booking from the dropdown menu.
Good to Know
- The booking will carry over all the line items from the quote.
- Once the booking is created, it will appear in your Booking Diary so you can schedule the work.
- The original quote will remain in the system for reference.
Frequently Asked Questions
Will the quote be deleted after creating a booking?
No, the original quote remains in the system. The booking is created as a separate record linked to the quote.
Can I change a booking back to a quote?
You can change the invoice type on the record if needed. See your invoice type options in the invoice header.