Your First Job

Once a quote is accepted, it's time to turn it into work. Conkr makes this seamless.

Converting a Quote to a Job

Open any accepted quote and click Convert to Job. Conkr copies all the line items, customer details, and notes into a new job. The original quote remains linked for reference.

Scheduling

In the job details, click Schedule. Pick a date and time, and assign team members. The job appears on the master schedule and in each assigned technician's calendar.

Job Statuses

Jobs move through statuses:

• **Pending** — scheduled but not started
• **In Progress** — work has begun
• **On Hold** — waiting for materials or customer decision
• **Completed** — work finished, ready for invoicing
• **Invoiced** — invoice sent
• **Paid** — payment received

Update status as work progresses. Team members can update from mobile too.

Adding Notes and Photos

Document everything. Upload photos of the job site, before/after shots, and issue reports. These are stored against the job and visible to the whole team.

Invoicing from a Job

When the job is complete, click Create Invoice. Conkr pulls all billable items from the job into a ready-to-send invoice. No retyping, no errors.