Record Quote Acceptance

Who this guide is for

Business Owners, Sole Traders, Admin, and Supervisor.

Overview

Move a quote to Client Accepted so you can convert it into a job. MyApprentice supports three acceptance pathways. Two of the three are automatic — the third is a manual record for phone or in-person agreements.

Before you start

The quote must already be in Sent status. Pathways 1 and 2 below require no action from you — the status moves to Client Accepted automatically.

Steps

Pathway 1 — Portal acceptance (Client Portal ON)

1. The client opens the quote email link, reviews the quote in the portal, and selects Accept Quote.
2. The status moves to Client Accepted automatically. No action is required from you.

Pathway 2 — Email reply acceptance (always available)

1. The client receives a copy of the quote by email regardless of whether the Client Portal is on or off.
2. If the client replies with wording such as “I accept”, MyApprentice auto-detects the reply and moves the quote to Client Accepted automatically. No action is required from you. This pathway is available alongside the portal — clients can accept either way.

Pathway 3 — Manual acceptance (phone, in-person, or non-matching email reply)

1. Open Quotes / Invoices from the sidebar and find the quote.
2. Open the three-dot action menu next to the quote amount and select Accept.
3. Confirm the acceptance.

What happens next

The quote moves to Client Accepted. From here you can use Accept & Create Job — see Turn an Accepted Quote into a Job.

Note: MyApprentice does not have a “quote rejected” status. The Client Portal may show Not accepted for a quote a client has declined.

Related guides

Create and send a quote, Turn an Accepted Quote into a Job, Enable the Client Portal.