3 min guideUpdated August 2026App review required

Move an accepted quote into a job

Move an accepted sign quote into delivery while retaining approved scope, value, ownership and required dates.

Best forOwner / Admin
Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. On quote detail, verify the client and choose Issue + accept · Job preflight for a Draft, or Accept · Job preflight for an Issued quote.
  2. In New Job, confirm the linked quote and client. Do not continue from a quote that was not accepted.
  3. Review the job name, then set the required date, status, job manager and client manager.
  4. Add the site details, order reference, staff or group access, delivery requirements and handover notes, then create the job.
  5. Open the created job’s Tasks workspace. Verify inherited quote task allocations and use Add Task where more delivery work is required before briefing the team.

Good practice

Treat quote acceptance and job creation as separate, controlled sales-to-production handover steps.

Setup dependency

Settings that change this workflow

The same task can behave differently between organisations. Check these settings before treating a different result as an error.

Job Creation/settings/general/workflow

Controls organisation defaults applied when accepted commercial work becomes a job.

Open in SignBas3 →
Job Statuses/settings/job-statuses

Determines the starting and downstream workflow stages available to the new job.

Open in SignBas3 →
Job Custom Fields/settings/job-custom-fields

Adds organisation-owned information that may be required during handover.

Open in SignBas3 →

Screen reference

What you will see

SignBas3 job overview created from synthetic accepted work
Check that customer, accepted scope, value, dates and ownership remain recognisable after the handover.

Screens show the synthetic BrightLine demonstration workspace. Your records, permissions and configuration will change the details you see.

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.