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 […]
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 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 […]
Jobs Overview
Job management is critical for your business. Below we will review how Jobs are used to create estimates, work orders, invoices, recurring services, contracts and more. For example, to create an estimate (quote/proposal) for a customer, create a new job and set the Job Status to ‘Estimate’. If your customer wants to move forward simply […]