Jobs, Estimates, Events, & Sales Proposals

All about creating, editing, sending and assigning jobs, estimates, events, and sales proposals.

Ian avatar Alyssa Moretti avatar Angel avatar +4
70 articles in this collection
Written by Ian, Alyssa Moretti, Angel and 4 others
Creating jobs & invoices

How to create a job

Step-by-step instructions showing how to create, dispatch, & schedule a single visit or recurring job in the web portal.
Ian avatar
Written by Ian
Updated over a week ago

How to add a deposit to a job

Learn how to add a deposit to your invoices to send to your customers and invoice them for just the deposit amount.
Ian avatar
Written by Ian
Updated over a week ago

Add attachments to a job/estimate on the web portal (computer)

Attach documents and photos to a job or estimate details page for internal use or to eventually share with customers.
Ian avatar
Written by Ian
Updated over a week ago

What you need to know about the job details page

Learn everything there is to know about the job details page including how to edit an invoice, how to use the activity feed, and job options
Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago

How do I set an arrival window?

Give your customers a window of time for your arrival to the job
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

What different kinds of notes can I have?

Keep notes on your customer, locations or specific jobs
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

Job notes 101

Add and edit internal job notes about the job for your company to view prior to or while on the job.
Ian avatar
Written by Ian
Updated over a week ago

Add Job Tags

Add job and estimate tags to categorize, track, and report
Ian avatar
Written by Ian
Updated over a week ago

How do I add job notes from the mobile app?

Add information to a job quickly and easily right from the field
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

Apply Discounts to Estimates & Invoices

Include a percentage or dollar amount discount on estimates and or invoices.
Ian avatar
Written by Ian
Updated over a week ago

Get Started with Job Fields

Capture details about job type, business unit, and callbacks to organize important information about jobs while simplify reporting.
Bricelyn Jones avatar
Written by Bricelyn Jones
Updated over a week ago

Adjust Job Invoice Settings on Web or Mobile

Learn how to adjust invoice settings on jobs
Bricelyn Jones avatar
Written by Bricelyn Jones
Updated over a week ago

Configure Default Invoice Settings

Learn how to configure default invoice settings
Bricelyn Jones avatar
Written by Bricelyn Jones
Updated over a week ago