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 […]
Getting Started
Review the Bella FSM quick start guide.
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 […]
Creating a Job
Bella FSM is designed around jobs since they are critical to your business. A new job can easily be created in different areas of the software depending on where you prefer to work. Here are several options: Option 1 Click the left side menu ‘Jobs’ then select ‘New job’. Option 2 Click the left side […]
Quick Start Guide
Customers Customers can be added individually or by importing a list. There is no limit to the number of customers in your account. Jobs Bella FSM is centered around jobs. Add a job by clicking the left side menu ‘New Job’ under Jobs. You can create multiple estimates and invoices for each customer job. The […]