Jobs, Invoices, and Estimates
All about creating, editing, sending and assigning jobs, estimates, and invoices.
By Taylor and 9 others10 authors64 articles
- Job Inputs and Flat Rate Services
- Line Items on Jobs and Estimates
- Tracking Commissions on Jobs
- Material Inventory Detail Tracking
- Job Costing: Complete Set-Up Guide
- Collect Custom Job Signatures
- Scheduling, Invoicing, and Payments Training
- Invoices: How to Preview, Download, & Print
- View a Customer's Invoice History
- How to Set Up Auto Invoicing
- How to Access Job & Estimate Pages
- Capture and Upload Photos & Videos on Mobile
- Job Name and Summary of Work
- Automate Job Creation from Approved Estimates
- Photo Report on Jobs
- Automated Sales Tax
- Setting up QuickBooks for Automated Sales Tax in Housecall Pro
- Job Splits
- Tasks on Jobs and Estimates
- How to Create a Job
- Add a Deposit to a Job
- The Job Details page Overview with Progress Invoicing and Appointments
- Setting Your Arrival Window
- Using Notes: Customers, Jobs, and Addresses
- Private Notes on Jobs and Estimates
- Get Started with Job Fields
- Apply Discounts to Estimates & Invoices
- Invoice Settings: Customer View
- Using Job Templates
- Collect Deposits on Estimates
- How to Send an Estimate
- How to Create an Estimate
- Estimate and Sales Proposal Templates
- Add Estimate Options from Templates on Web and Mobile
- How to Use Multi-Option Estimates (Web & Mobile)
- Estimates: Approvals and Signatures
- How to Copy or Convert Jobs and Estimates
- How to Cancel, Delete, and Restore Estimates
- Configure Default Estimate Settings
- Adjust Individual Estimate Settings on Web or Mobile
- Estimates: How to Preview, Download, & Print
- E-Signatures on Estimates
- Estimates on Jobs
- Estimates: Configure Default Expiration Dates
- What's New in Estimates