Getting Started

Review the Bella FSM quick start guide.

Creating an Estimate (Quote)

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 click “New Estimate” The New Estimate page will open and populate with data from the job page: The estimate is ready, however you have several options to […]

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 click “New Invoice” The New Invoice page will open and populate with data from the job page: The invoice is ready, however you have several options to modify […]

Creating a Job

Bella FSM is center around Jobs since they are critical to your business. A new Job can be created easily and in different areas of the software depending on where you prefer to work. Multiple ways to create a Job Option 1) Click the left side menu ‘Jobs’ then click ‘New job’. Option 2) Click […]

Quick Start Guide

A Few Key Points Before You Get Started: Menus listed along the left side of the page will be used to perform day-to-day tasks: Dashboards Customers Jobs Scheduling Equipment Inventory Employees Vendors Accounting Tasks System Settings for your account can be found by clicking the gear icon in the upper right corner. An Admin User […]

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