After a Quote Is Approved

Find the service contract a signed quote created, check the billing day, and know when no plan appears on purpose.

Updated September 2, 2026

When the customer approves (or you record acceptance), an approved quote becomes exactly one of two things, decided by its work type. It can create a service contract — pool companies see Maintenance Plan, aquatic companies see Pond Contract — at Sales and BillingContracts. Or it can create a standalone job on the board instead. A work type never does both, and some do neither: approval then only records the acceptance.

Either outcome happens automatically. That is the step people expect to do by hand. You do not.

  1. Confirm the quote is Approved

    Open it under Sales and BillingQuotes. Status must be Approved.

  2. Open the contract

    Find it under Sales and BillingContracts. Check the billing day and the rate now — that is the date and amount the customer will see if the plan bills monthly.

  3. Check visits

    Recurring work types generate visits on their interval (every 7 days for pool Routine Service by default), or on fixed weekdays when the work type uses Set weekdays. They show on the schedule and stay tied to this plan's billing.

No contract appeared?

Open SettingsWork Types, pick the work type, and check What an approved quote creates. Creates a Service Contract on Approval makes the plan; Routine Service has it on, a one-off equipment repair does not. If that box is off, check Creates a Job on Approval instead — the two are mutually exclusive, so a work type set up for jobs will never produce a plan. Look for the job on the schedule rather than in Contracts. With both off, approving the quote only records the acceptance.

Contract statuses you may see later: Active, Paused, Cancelled, Expired, Completed, Archived. The contracts list hides Archived unless Status includes Archived. Cancelled stays on the default list. Contracts have no Void status — Void exists only on invoices and quotes (and on invoice plan slots).

Verify it worked

The contract is Active, the billing day matches what you quoted, and the accepted line items are on the plan's scope.

What to do next

Send an invoice when a draft appears, or turn on Automatically Send Draft Invoices.

Frequently asked questions

The quote is Approved but there is no contract. Is that a bug?

Not if the work type is not set up to create one. Check Settings → Work Types → What an approved quote creates. If Creates a Job on Approval is on instead, look for the work on the job board — that work type produces a job, not a plan, by design.

Where did the visits come from?

The plan generates them on its interval. You should not create those by hand if you want them tied to billing.

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