Provider OS
Lesson 6 / 12
Quotes and Jobs
How Sales connects requests, quotes, work orders, materials, and job follow-through.
Turn qualified requests into clear estimates, then keep accepted work moving through jobs and work orders.
Why this matters
Quotes protect both sides by writing down scope before work starts. Jobs help your team execute what was actually approved.
What this feature is
Quotes help define scope and price before work is approved, and Jobs help the provider track approved work through delivery.
Safe to use now
- Draft or review quote and job information when the status says it is safe to review.
- Use Jobs to understand approved work, schedule context, work orders, and materials.
Provider example
An automotive provider reviews a qualified request, drafts a clear quote, and waits for the correct status before treating it as an active job.
What to click next
- Open Quotes for estimate drafting.
- Open Jobs for active or next-up work.
- Open Materials only when job inputs affect scope or margin.
What not to do yet
- Do not treat a draft estimate as sent or approved.
- Do not create side agreements outside the visible workflow.
- Do not promise automatic invoice creation from a quote unless the status proves it.
Short video
Lesson focus
Workspace cue
Request to quote to job
Use Quotes for scope and price clarity. Use Jobs for scheduled delivery and work-order follow-through.
Key highlights
- A quote is not a job until the workflow says it moved forward.
- Work orders help keep tasks, materials, and completion details together.
- Clear scope reduces invoice and payment confusion later.
Before you start
- Read the customer request first.
- Know the main scope, timing, and price assumptions.
- Keep draft estimates separate from approved work.
Step by step
- Open Quotes from Provider OS.
- Start from a qualified request or customer context.
- Write the scope in plain language a customer can understand.
- Check job or work-order context before promising schedule or crew details.
- Move to Jobs only when work is actually ready for delivery follow-through.
Ready to apply
- You can find Quotes and Jobs.
- You know the difference between draft, sent, accepted, and converted work.
- You know where work-order context belongs.
If you get stuck
- If you are unsure whether a quote is live, read the status before taking action.
- If a job looks incomplete, return to the accepted scope before adding promises.
What success looks like
You can explain how a request becomes a quote and how approved work becomes job follow-through.
Quick checklist
- Open Quotes.
- Find a draft or quote-ready area.
- Open Jobs and identify active work versus next-up work.
Practice it in the live product
The lesson stays public, but the CTA routes directly into the live HubbCentral surface tied to this workflow.