How quotes, jobs, and invoices connect
The two separate paths that both end in an invoice.
A quote does not turn into a job. These are two separate paths that both end up as an invoice.
Path 1: quote to invoice
A quote moves through its own statuses: draft, sent, accepted, declined, or expired.
Create a quote and send it. Its status becomes Sent.
The customer reviews it outside DropHaul (there's no accept or decline button on the public quote page). You mark it Mark Accepted or Mark Declined based on what they tell you.
Once a quote is accepted, select Convert to invoice to turn it directly into an invoice.
Path 2: job to invoice
A job runs through dispatch on its own. Once it's marked completed, it becomes available as a line item you can pick when creating a new invoice. A completed job that's already on an invoice won't show up again as an option.
What you'll see
Because these paths don't cross, a quote never shows up on the dispatch board, and a job's invoice never links back to a quote unless you created that job from an accepted quote's details yourself. If you use quotes to sell work, plan on converting the quote directly to an invoice rather than looking for it to appear as a job.
If something's not right
- Accepted quote isn't becoming a job: that's expected. Convert it directly to an invoice instead; if you need dispatch to happen too, create the job separately.
- Completed job missing from New invoice: check it isn't already invoiced; DropHaul excludes jobs already billed.