Jobs, Estimates, Events, & Sales Proposals
All about creating, editing, sending and assigning jobs, estimates, events, and sales proposals.
By Bricelyn and 7 others8 authors79 articles
Job Inputs and Flat Rate Services
Configure default expiration dates
Add or adjust the expiration date on estimates (web and mobile)
Adding Line Items to Jobs (Web)
Material Inventory Detail Tracking
Using Commission on the Job
Track Commissions on the Job
Using Job Costing
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
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?
How do I copy job information to a new invoice?
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
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 Multi-Option Estimates
How Can My Estimators/Technicians Receive Replies to Sent Estimates?
Send Estimates to Customers
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