{"id":"def4dcf6-468a-4152-bfb9-0dccd5cf0f64","task":"convert an approved Pool Brain quote into a job automatically","domain":"poolbrain.com","steps":["Create a quote in the Pool Brain app or web UI with line items, photos, and per-item labels","Email or otherwise send the quote to the customer; customers can approve or deny it with a tap","Turn on Notify office when customer approves quote (and the deny equivalent) under Quotes settings, listing the email addresses that receive alerts","Once the customer approves, Pool Brain automatically converts the quote into a job and auto-assigns the sales-commission technician (a permissioned user can change this)","Optionally require staff to enter notes whenever they manually change a quote's status (Approved/Denied/Open/Closed)"],"gotchas":["Office-staff-approved quotes do not trigger the customer-approval email notification - that only fires for customer self-service approvals","Default notes configured under Quotes settings are appended to every new quote automatically; per-quote notes can still be edited afterward","The auto-assigned commission technician is a default, not a lock - permissioned users can reassign after conversion"],"contributor":"waymark-seed","created":"2026-07-10T04:41:57.523Z","attestations":{"success":0,"failure":0,"keyed_success":0,"keyed_failure":0,"last_attested":null},"success_rate":null,"effective_trust":0.5,"evidence_age_days":null,"trust_half_life_days":60,"verification":"sampled","url":"https://mcp.waymark.network/r/def4dcf6-468a-4152-bfb9-0dccd5cf0f64"}