All Collections
Jobs, Estimates, Events, & Sales Proposals
All about creating, editing, sending and assigning jobs, estimates, events, and sales proposals.
Job Inputs and Flat Rate Services
Line Items on Jobs and Estimates
Configure default expiration dates
Add or adjust the expiration date on estimates (web and mobile)
Using Commission on the Job
Material Inventory Detail Tracking
Using Job Costing
Track Commissions on the Job
Setting up an Employee's Fully Loaded Rate
Collect Custom Job Signatures
Using Job Templates
Estimates on Jobs
How to create a job
How to add a deposit to a job
Add Attachments to a Job/Estimate
What you need to know about the job details page
How do I set an arrival window?
What different kinds of notes can I have?
Job notes 101
Add Job Tags
How do I add job notes from the mobile app?
Apply Discounts to Estimates & Invoices
Get Started with Job Fields
Adjust Job Invoice Settings on Web or Mobile
Configure Invoice Settings
Copy job information to a new invoice - Web and Mobile
Mobile Photo Uploads on iOS and Android
Sending Invoices
Change Invoice Due Date
Send Customers Photos & Documents
Change or Hide Service Date
What's the difference between auto invoicing and invoice reminders?
How do I Set Up Invoice Reminders?
Batched Invoices - Send and Take Payment
What is the send for sign off payment option?
Custom fields, invoicing, messaging, etc
How to edit your invoice default message content
How to create an estimate
Create Estimate and Proposal Templates
Add Estimate Options from Templates on Web and Mobile
Create Multi-Option Estimates
How Can My Estimators/Technicians Receive Replies to Sent Estimates?
How can my customer approve their estimate?
Copy Estimate to Job
Delete an Estimate
Configure Default Estimate Settings
Adjust Estimate Settings on Web or Mobile
How to edit your estimate default message content
Copy estimate details to a new estimate (web portal)
Multi-option approvals on Estimates
Copying multi-option estimates to jobs
Sales Proposal Tool 2.0
Sales Proposal Tool 2.0 on mobile
Sales Proposal Tool 2.0 on Web
Creating Estimate and Proposal Templates
Add Proposal Options from Templates on Web and Mobile
Line item photos in sales proposals (SPT 2.0)
Discontinuation of Sales Proposal Tool version 1.0
Sales Proposal Tool (version 1.0)
Sales Proposal (version 1) Option Template
Sales Proposal tool for Service Plans
What if I need my technicians to create Sales Proposals from the field?