Convert a quote

Quotes are deliberately stateless — they do not move between Pending → Accepted → Rejected, and they do not become invoices. Instead, when a customer says yes, you convert the quote into the appropriate working record.

When to convert

Use the conversion that matches the work:

• If the quote is for a repair job on a customer's device — convert to a repair.
• If the quote is for parts you will sell to the customer — convert to a parts order.

You can also do nothing and leave the quote as a record of what was offered.

Convert to a repair

1. 1
   Open the quote detail

   Quotes tab → tap the row.
2. 2
   Tap Convert → To Repair

   In the action sheet under the CONVERT section.
3. 3
   Review the new-repair form

   Customer, device serial number, issue (concatenated from the quoted items), and estimated cost are pre-filled.
4. 4
   Save

   A brand-new repair is created in Pending status. The quote stays untouched as a record.

Convert to a parts order

1. 1
   Open the quote detail

   Quotes tab → tap the row.
2. 2
   Tap Convert → To Order

   In the action sheet under the CONVERT section.
3. 3
   Review the new-order form

   Customer is pre-filled. Line items, quantities, and unit costs are not copied automatically — re-enter them so you can adjust quantities and add the supplier.
4. 4
   Save

   A new parts order is created in Pending status. The original quote stays as a record.

What carries over

Original quote

Conversion does not delete or modify the original quote. It stays in the Quotes tab as a permanent record of what you offered and at what price. If you want to remove it, open it and use the delete action — but most shops keep their quote history for reference.