Jobs, Estimates, Events, & Sales Proposals

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

Jil O. avatar Alyssa Moretti avatar Angel avatar +5
69 articles in this collection
Written by Jil O., Alyssa Moretti, Angel and 5 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.
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Written by Mary Nagel
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.
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Written by Mary Nagel
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.
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Written by Mary Nagel
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.
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Written by Mary Nagel
Updated over a week ago

Add Job Tags

Add job and estimate tags to categorize, track, and report
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Written by Mary Nagel
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.
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Written by Mary Nagel
Updated over a week ago
Editing a job & invoice

How do I change an invoice or estimate number?

Adjust an invoice or estimate number with ease
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

Change a Job Service Address

Edit the service address of a job or estimate that's already been scheduled.
Allie Bosnic avatar
Written by Allie Bosnic
Updated over a week ago

Add Services to Estimates & Invoices

Enter additional line items after a job or estimate has already been created
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Written by Mary Nagel
Updated over a week ago

Delete Services from Invoices & Estimates

Delete service item that no longer needs to be included in an invoice
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Written by Mary Nagel
Updated over a week ago

Edit Message on an Individual Invoice/Estimate

Customize the message that appears on the bottom of an individual invoice or edit.
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Written by Mary Nagel
Updated over a week ago

How do I add or reassign an employee to a job after it has been scheduled?

Assign one or multiple employees to a job after it has been created
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

How do I copy job information to a new invoice?

Create a new invoice by copying the job information from an existing one or from a segment in a job.
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

I accidentally clicked 'On My Way.' Can I undo this?

Remove the 'on my way' stamp so you can press it at the right time
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

I accidentally clicked 'Start Job.' Can I undo this?

Remove the 'start job' stamp so you can press it at the right time
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago
Sending invoices

Send Invoices (Web Portal)

Send your customers invoices for your completed work from the web portal via email or text.
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Written by Mary Nagel
Updated over a week ago

How do I print an invoice?

Jil O. avatar
Written by Jil O.
Updated over a week ago

Adjust Invoice Settings

Edit what information is displayed to customers on invoices.
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Written by Mary Nagel
Updated over a week ago

Change Invoice Due Date

Customize and set your invoice due dates to let your customers know when they need to pay.
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Written by Mary Nagel
Updated over a week ago

Edit the Subject Line on Estimates & Invoices

Create a customized invoice/estimate subject line for your customer's invoiced email!
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Written by Mary Nagel
Updated over a week ago

Send Customers Photos & Documents (Web Portal)

Choose which estimate/job attachments you'd like to include when sending your customer their invoice or estimate.
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Written by Mary Nagel
Updated over a week ago

Change or Hide Service Date

If you're sending an invoice and see the incorrect service date, you can change the date or hide it on the invoice.
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Written by Mary Nagel
Updated over a week ago

What's the difference between auto invoicing and invoice reminders?

Learn which is right for your needs
Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago

How do I Set Up Invoice Reminders?

Learn how to set up automatic invoice reminders to remind customers they have an overdue invoice. See common questions answered too!
Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago

Batched Invoices - Send and Take Payment

Send multiple invoices to your customers and take batch payments on grouped invoices.
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Written by Mary Nagel
Updated over a week ago

What is the send for sign off payment option?

How does a customer pay using the consumer app.
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Written by Mary Nagel
Updated over a week ago

Custom fields, invoicing, messaging, etc

Tim B. avatar
Written by Tim B.
Updated over a week ago
Creating estimates

How to create an estimate

Create a quote quickly and easily, right from your computer
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Written by Mary Nagel
Updated over a week ago

Create Multi-Option Estimates

Give your customers multiple estimate options of services to choose from.
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Written by Mary Nagel
Updated over a week ago

How Can My Estimators/Technicians Receive Replies to Sent Estimates?

Choose the reply-to email address when sending estimates. They will receive replies & updates when a customer approves the estimate.
Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago

Send Estimates to Customers

Send your customers their estimates so they can approve or decline via email.
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Written by Mary Nagel
Updated over a week ago

Texting Estimates

Give your customers the option to approve or decline estimates from their mobile device!
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Written by Mary Nagel
Updated over a week ago

How do I track which estimates have been approved?

Easily mark which estimates have been approved by the customer
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

How can my customer approve their estimate?

Mark your estimates as approved or let your customer do it for you!
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Written by Mary Nagel
Updated over a week ago

Copy Estimate to Job

Once your customer has approved an estimate, copy the information over to a new job/invoice and schedule the work to be completed.
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Written by Mary Nagel
Updated over a week ago

Delete an Estimate

Remove an unneeded quote from your account
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago