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Opserly Documentation

Step-by-step guides for every module — from your first login to invoicing, field jobs, workflows, and reporting.

Convert a signed quote

Turn an approved quote into a Job, Project, or Statement of Work.

Conversion copies line items and customer terms so you do not re-enter data.

  1. 1

    Open the signed quote

    Status should show Approved or Signed.

  2. 2

    Choose Convert

    Pick Job (field service), Project (consulting), or SOW (formal engagement document).

  3. 3

    Confirm details

    Review copied line items and save — scheduling or resourcing can begin immediately.

← Send a quote for e-signature