Bella FSM is very center around jobs. As an example, if you want to create an estimate (quote) for a customer then create a new job and set the job status to ‘Estimate’ (or whatever custom job status you created). If your customer agrees with the estimate and wants to move forward then simply change […]
Review job management features for Bella FSM service software.
The ‘Jobs’ tab manages all jobs for your business. Below we will review how jobs are used to create estimates, work orders, invoices, recurring maintenance, service 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 […]