Jobs, Estimates, Events, & Sales Proposals
All about creating, editing, sending and assigning jobs, estimates, events, and sales proposals.
By Joe and 10 others11 authors87 articles
Job Inputs and Flat Rate Services
Line Items on Jobs
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
How to create a job
How to add a deposit to a job
Add attachments to a job/estimate on the web portal (computer)
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 Default Invoice Settings
Copy job information to a new invoice - Web and Mobile
How do I change an invoice or estimate number?
Change a Job Service Address
Delete Services from Invoices & Estimates
How do I add or reassign an employee to a job after it has been scheduled?
I accidentally clicked 'On My Way.' Can I undo this?
I accidentally clicked 'Start Job.' Can I undo this?
Change Invoice Due Date
Send Customers Photos & Documents (Web Portal)
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
Unschedule vs. Cancel vs. Delete
How do I "unfinish" a job?
Unschedule a Job or Estimate (Web Portal)
Cancel a Job
Delete a Job/Invoice
Delete Unscheduled Jobs
How do I clear my unscheduled jobs?
Restore Deleted/Canceled Jobs and Estimates
How do I restore a canceled job?
How to create an estimate
Create Estimate and Proposal Templates
Add Options from Estimate and Proposal Templates on Web and Mobile
Create Multi-Option Estimates
How Can My Estimators/Technicians Receive Replies to Sent Estimates?
How do I track which estimates have been approved?
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