Converting a Ticket to a Job

When a customer accepts your bid, convert the ticket to a Job. This moves it out of the Sales Pipeline and into Production & Billing.

How to Convert

1. Open the Ticket detail page.
2. Click Convert to Job.
3. A form will appear — fill in the Job details:
   • Revenue — the agreed contract amount
   • Work Date — the planned work date (can be a placeholder)
   • Work Date Confirmed — check this when the date is locked in with the customer
   • Invoice Date — leave blank until work is complete
   • Due Date — payment due date (optional)
   • Assigned To — staff member managing the job
4. Click Convert.

The ticket becomes a Job with status Approved (yellow) and appears on the Calendar.

What Changes

• The record is now a Job and lives in Production & Billing (and on the Calendar)
• The original ticket is retained as a linked reference — a note on the job shows "from ticket [contact name]"
• If the work date is not yet confirmed, the calendar event shows in yellow (placeholder). Once confirmed, it shows in green.

Can't Undo?

You can revert a job back to a ticket using the Revert to Ticket button on the Job detail page, but this is intended only for corrections — not routine use.