Estimates (quotes) are created from a job. Open an existing job or create a new job. At the bottom of the job page click the ‘Actions’ button then select ‘New Estimate’ The New Estimate page will open and auto-populate with data from the job page: The estimate is auto-populated with information form the job, however […]
Customers
Review customer management features including history, multiple locations and contacts, and more.
Creating and Editing a Customer
Customers are the building blocks for your business. Jobs, quotes, invoices, and payments are all associated with customers. Customers are also where details like multiple contacts and locations are created and managed along with job and customer communication history. Creating a New Customer Click the left side menu ‘Customer’ then click ‘New Customer’ or click […]
Creating an Invoice
Invoices are created from a job. Open an existing job or create a new job. At the bottom of the job page click the ‘Actions’ button then select ‘New Invoice’ The New Invoice page will open and populate with data from the job page: The invoice is auto-populated with information form the job, however you […]
Customers Overview
Customer management is critical to all businesses. View and manage your customers in the Customer List. Customer List Column Filters The Customer List has several column filters. Click on the small funnel icon in the column header. Column filters can be used in combination. Customer List Column Sort Each column in the Customer List […]