Jobs, Estimates, Events, & Sales Proposals

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

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

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

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

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

Get Started with Job Fields

Capture details about job type, business unit, and callbacks to organize important information about jobs while simplify reporting.

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

Written by Bricelyn Jones
Updated over a week ago

Configure Default Invoice Settings

Learn how to configure default invoice settings

Written by Bricelyn Jones
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

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.

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

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

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.

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

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

Written by Alyssa Moretti
Updated over a week ago

Sending invoices

Sending Invoices

Send your customers invoices for your completed work from the web portal or mobile app via email or text.

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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

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

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!

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

Written by Tim B.
Updated over a week ago

Unscheduling, cancelling, or deleting jobs

Unschedule vs. Cancel vs. Delete

There are differences between unscheduling, canceling, and deleting jobs and estimates for both you and your customer.

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Written by Mary Nagel
Updated over a week ago

How do I "unfinish" a job?

Reset the finish button on any job

Written by Alyssa Moretti
Updated over a week ago

Unschedule a Job or Estimate (Web Portal)

Remove/unschedule a job or estimate from your calendar in the web portal without deleting it completely.

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Written by Mary Nagel
Updated over a week ago

Cancel a Job

Cancel a job or estimate and automatically send your customer a text and email notification.

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Written by Mary Nagel
Updated over a week ago

Delete a Job/Invoice

Delete a one-time job from your calendar.

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Written by Mary Nagel
Updated over a week ago

Delete Unscheduled Jobs

Remove unscheduled jobs from your calendar.

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Written by Mary Nagel
Updated over a week ago

How do I clear my unscheduled jobs?

If you have jobs that require attention, we show you how to remove jobs from the unscheduled list to keep your records and schedule clean.

Written by Alyssa Moretti
Updated over a week ago

Restore Deleted/Canceled Jobs and Estimates

Restore a deleted or canceled job or estimate quickly.

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Written by Mary Nagel
Updated over a week ago

How do I restore a canceled job?

Learn how to reactivate a job that was previously canceled

Written by Angel
Updated over a week ago

Recurring jobs

Create a Recurring Job

Learn how to schedule a daily, weekly, monthly, or annual recurring job.

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Written by Mary Nagel
Updated over a week ago

How to Schedule Recurring Jobs

Set the schedule once for jobs that repeat at a regular interval

Written by Taylor Morrison
Updated over a week ago

Edit a Recurring Series of Jobs

Make changes to dispatch, time, date, and frequency of a scheduled series of recurring jobs.

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Written by Mary Nagel
Updated over a week ago

Delete a Recurring Job

Delete one or all visits in a recurring series of jobs.

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Written by Mary Nagel
Updated over a week ago

How do I create a recurrence from a job that has already been scheduled?

Set a job to reoccur in the system, after it has already been scheduled as a one time visit

Written by Alyssa Moretti
Updated over a week ago

Edit a Single Job Within a Recurring Series

Make changes to a scheduled series of recurring jobs or one specific recurrence within the series.

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Written by Mary Nagel
Updated over a week ago

I don't have the option to make a job reocurring. Why?

When you can and cannot use recurrence for multi-visit jobs

Written by Alyssa Moretti
Updated over a week ago

Job segments

How do I add segments to a job?

Learn how to add segments to jobs. Segments are perfect for multi-day jobs or jobs that require more than one visit.

Written by Alyssa Moretti
Updated over a week ago

How can I use Segments?

Use segments for jobs that require multiple visits, a return visit, collecting deductibles, and taking multiple payments

Written by Taylor Morrison
Updated over a week ago

How do I change the name of my segments?

Name each segment of a job or each option of an estimate

Written by Alyssa Moretti
Updated over a week ago

How do I delete a multi-segment job or multi-option estimate?

Delete a job or estimate with multiple portions

Written by Alyssa Moretti
Updated over a week ago

Converting jobs to estimates

How do I convert a job back to an estimate?

A job was created when an estimate should have been, do I need to start over?

Written by Alyssa Moretti
Updated over a week ago

Why can't I convert my job to an estimate?

Reasons your job is not eligible to be converted to an estimate

Written by Alyssa Moretti
Updated over a week ago

I converted a job to an estimate. Where did the job go?

Better understand the process of converting a job to an estimate

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Written by Mary Nagel
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.

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

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

Written by Alyssa Moretti
Updated over a week ago

Sales Proposal Tool

Present & send customers their estimate options using the sales proposal tool.

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Written by Mary Nagel
Updated over a week ago

Sales Proposal Option Template

How to create and use options templates in the sales proposal tool

Written by Tim B.
Updated over a week ago

Events

How to create an event

Mark employee vacation time, appointments, meetings, PTO, or other events, in your company calendar.

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Written by Mary Nagel
Updated over a week ago

Create a Recurring Event

Schedule events, meetings, & appointments (not customer jobs) to automatically occur on your calendar daily, weekly, monthly, or annually.

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Written by Mary Nagel
Updated over a week ago

Delete Events

Remove an event from your calendar

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Written by Mary Nagel
Updated over a week ago