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 […]
Jobs
Review job management features.
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 […]
Jobs Overview
Job management is critical for your business. Below we will review how jobs are used to generate estimates, work orders, invoices, recurring services, contracts and more. The Job List contain all of the jobs you have created. To view the Job List click the left side menu ‘Job List’: To view or edit a job, […]