Jobs: From Quote to Completion

Converting a Quote to a Job

Customer said yes? Brilliant. Open the accepted quote and tap Convert to Job. That's it — A.X.E.L creates a job with all the details carried over: customer info, line items, pricing, notes, the lot.

Your lead automatically moves to Won and you've now got a proper job to manage.

You can also create a job directly without a quote — go to Jobs and tap + — but linking from a quote keeps your paper trail clean.

Job Statuses

Jobs move through their own stages, separate from leads:

• Scheduled — booked in but not started yet
• In Progress — you're on it, work is happening
• On Hold — paused for some reason (waiting on materials, customer away, etc.)
• Completed — job's done, dusted, finished
• Invoiced — you've sent the bill

Update the status as you go. It takes two seconds and keeps everything accurate. When a customer calls asking "when are you coming?" you can check in seconds rather than flicking through a diary.

Scheduling the Work

When you convert to a job (or any time after), set the start date and estimated end date. This puts it on your calendar so you can see what's coming up.

If a job spans multiple days or visits, that's fine — the dates cover the full window. Use notes or milestones to track individual visits.

Example: Bathroom refit for the Wilsons. Start date: 3rd March. End date: 7th March. Five days, job done.

Using Milestones

Big jobs have stages. Milestones let you break a job into chunks so you can track progress properly.

Tap Add Milestone on the job and give it a name and optional date:

• Strip out — 3rd March
• First fix plumbing — 4th March
• Tiling — 5th-6th March
• Final fix & snagging — 7th March

Tick them off as you complete each one. It's satisfying, and it gives you (and the customer, if you share updates) a clear picture of where things are at.

For smaller jobs — a boiler service, a tap replacement — you probably don't need milestones. Use them when it makes sense, ignore them when it doesn't.

Adding Costs and Tracking Profit

Want to know if you're actually making money? Log your costs against the job:

• Materials — what you spent at the merchants
• Labour — hours worked (yours and any subcontractors)
• Other costs — skip hire, tool hire, parking, whatever

A.X.E.L calculates your profit automatically: quote value minus costs. It's a real eye-opener when you see it in black and white.

Creating an Invoice from a Job

Job done? Time to get paid. Open the completed job and tap Create Invoice. The line items from your original quote carry over, so you're not typing everything again.

1. Review the line items — adjust if the scope changed during the job
2. Set payment terms (e.g. "Due within 14 days")
3. Add any notes — bank details for BACS, or a simple "Cheers for the work!"
4. Preview the PDF and send it

Same sending options as quotes: email, WhatsApp, or download. The job status updates to Invoiced automatically.

Keeping On Top of It All

The Jobs view gives you a snapshot of everything on your plate. Filter by status to see what's scheduled this week, what's in progress, and what's done but not yet invoiced.

That last one's important — completed jobs without invoices are money sitting on the table. Don't leave it there. Invoice the same day you finish if you can. The faster you bill, the faster you get paid.