QUOTE-TO-JOB MANAGEMENT

Win the work. Carry the detail into delivery.

Rymley connects the accepted quote to the job your team needs to deliver. Keep the agreed order, engineer activity and actual materials linked through to the billing handoff.

Discover Rymley Compare packages and pricing

For installation and service teams that need commercial commitments to stay connected to engineering work and stock.

FROM QUOTE TO JOB

Create the work from what was agreed.

Quotes hold the customer, site, contact, product and service lines, prices and commercial references. When a quote is accepted, your team chooses Create Job and reviews the ticket title, queue, status and assigned users. Rymley then creates one linked sales order and one job ticket. The accepted quote remains the commercial starting point rather than becoming detached paperwork.

Preserve the accepted quote's price snapshot
Review the operational assignment before job creation
Carry customer, product and reference information forward

CONNECTED WORKFLOW · DEMO DATA

Ordered meets actual.

The Sales Order records the commitment. The Ticket owns material activity.

Ordered: 10
Installed: 8
Remaining: 2

Quote accepted
Sales Order + Ticket
Work & materials
Ready to Invoice

Example: access points on a job, connected through to invoicing and Sage.

ORDERED AND ACTUAL

See the commitment and the delivery.

The sales order records what the customer ordered. The ticket records what the business actually did. Keeping both lets your team compare ordered, actual, remaining and additional materials as the work progresses. A product price change does not silently rewrite the accepted quote, and extra material use stays visible instead of disappearing into an unconnected note.

Compare agreed quantities with actual usage
Identify outstanding or additional materials
Keep commercial history intact

WORK, STOCK AND BILLING

Keep real material activity with the job.

Engineers record labour and materials on the ticket. Inventory remains the source for stock balances and serialised equipment, so a sales order and job do not consume the same stock twice. Installed serialised equipment can become a customer asset. When the ticket reaches Ready for Billing, the linked sales order becomes Ready to Invoice, giving finance a clear operational handoff.

Record actual work and materials on the ticket
Trace installed equipment back to its job
Pass completed work into the billing workflow
Trace materials back through stock movements, receipts and supplier orders

ILLUSTRATIVE WORKFLOW

Example: ten access points ordered, eight installed

The accepted quote and sales order preserve the commitment for ten access points. The ticket records eight installed so far, leaving two outstanding. If the site later needs additional equipment, actual usage can be compared with the original order. The team can review the difference before billing instead of relying on a separate spreadsheet.

01Accepted quote
02Sales order + ticket
03Labour & materials
04Ready to invoice

QUESTIONS, CONNECTED.

What your team needs to know.

Does accepting a quote automatically assign an engineer?

The job-creation step lets your team review the title, queue, status and assigned users before creating the linked sales order and ticket. Acceptance establishes the commercial outcome; the delivery assignment is reviewed separately.

Why have both a sales order and a ticket?

They answer different questions. The order preserves what was agreed with the customer. The ticket records the work and material activity that actually took place. Their connection supports a meaningful ordered-versus-actual comparison.

What happens if more materials are used than quoted?

Additional usage is recorded with the ticket and can be compared with the order. That makes the difference visible for commercial review rather than changing the accepted quote's history.

Is Ready to Invoice the same as a sent invoice?

No. It is the handoff showing that operational work is ready for the invoicing process. Invoice preparation and the accounting connection are distinct steps; discuss your finance workflow and Sage requirements when configuring Rymley.

PLAN YOUR RYMLEY WORKFLOW

Walk through your sales-to-delivery handoff.

Use these questions to make your Rymley conversation specific to your business. We can discuss the workflow, relevant connections and package fit together.

Let’s talk about your business