Quote-to-Job Conversion
Turn approved quotes into jobs instantly.
Stop re-entering data. When a customer approves a quote, convert it to a scheduled job with one click — all the details carry over automatically.
One-Click Conversion
Convert approved quotes to jobs in one click
When a customer says yes, click once to turn their quote into a fully scheduled job. No copying, no re-typing, no mistakes. The entire quote — line items, pricing, notes, and attachments — transfers instantly.
Auto-Populate Details
Every detail carries over automatically
Job descriptions, materials lists, labor estimates, and customer information all flow from the approved quote into the new job. Your team arrives on-site with everything they need, exactly as the customer agreed to.
Scheduling Integration
Schedule the job right from the conversion screen
Pick a date, assign your crew, and set the estimated duration — all in the same step as converting the quote. The job appears on your calendar and your team gets notified immediately.
Customer Notification
Keep customers informed at every step
Customers receive automatic confirmation when their quote is converted and their job is scheduled. They get the date, time window, and crew details — so there are no surprises on job day.
What our customers say
“The customer directory keeps every property's access codes, preferences, and history in one place. Our clients are always impressed.”
Tom B.
Owner
GreenSweep Cleaning
“Managing 3 crews used to take half my day. Now I do it in 15 minutes with Homitask.”
Jason K.
Owner
GreenScape Pro
“Route planning on the map saves us fuel and fits more properties into every crew's day. Huge difference.”
Laura T.
Owner
TurfMasters
“The mobile clock in/out works even in areas with no signal. My crews clock in on-site and it syncs later. No more guesswork.”
Daniel M.
Crew Leader
Evergreen Landscapes
“Quotes used to take us hours. Now I build and send them from my phone before I leave the property.”
Rachel B.
Office Manager
PrimeLawn Care
More tools to grow your business
Job Scheduling
Drag and drop to schedule jobs, assign crews, and track progress in real-time.
Learn moreReady to simplify your scheduling?
Stop wasting hours on paperwork. Start scheduling smarter and get back to growing your business.
Frequently asked questions
What information carries over from the quote to the job?
Everything. Line items, pricing, materials, labor estimates, customer details, notes, photos, and attachments all transfer automatically when you convert a quote to a job. Nothing gets lost or left behind.
Can I edit job details after converting from a quote?
Yes. The converted job is fully editable. You can adjust the scope, pricing, materials, schedule, and crew assignment at any time before or during the job.
How do customers get notified when their quote becomes a job?
Customers receive an automatic email and optional SMS confirmation with the scheduled date, time window, and assigned crew details. You can customize the notification templates to match your brand.
Can I track which quotes have been converted and which haven't?
Yes. Homitask gives you a clear pipeline view of all quotes — pending, approved, converted, and declined. You can filter by date, service type, estimator, or customer to spot trends.
Does the conversion work with recurring service quotes?
Yes. If a quote covers recurring services, you can convert it into a recurring job schedule. Homitask will automatically create and assign each occurrence based on the agreed frequency.
Is there a free trial?
Yes. Homitask offers a 14-day free trial with full access to all features, including quote-to-job conversion. No credit card required.