Create a Quote or Invoice from a Job:

To create a quote or invoice as a Service Agent you will go to the 'My Schedule' drop down carrot - and select 'Jobs'.

You will then select which job you want to create a quote or invoice under. From the Job Record you will select the green 'Actions' button and then select 'Create Quote' or 'Create Invoice'.

Enter the Basic Details:

The Quote or Invoice Record will open up, so you may fill out the information you need.

You can then add line items to your Quote or Invoice by clicking into the 'Item' field. You will search for the items or select them from the list that appears. And then hit 'add item'.

You can also create brand new items from this Quote or Invoice as well. After creation these will then be stored as existing items under your Invoice Item Repository.

Repeat this process to add as many line items as you need until your quote or invoice is complete, when everything looks good click ‘Save’. This will save either a quote or an invoice draft. Either can be edited by clicking the edit button so you can change any details you want on the fly. 

Share the Quote or Invoice:

If you would like to share this document with a customer click 'Preview' and then at the top of the PDF window click ‘Email to Customer’. The customer’s email and name should be pre-populated so all you have to do is click Send.

Accepting Payment by Credit Card

If your company is set up to accept credit card payments, and your administrator has given you permissions to do so, you'll be able to accept payment for that invoice through credit card using our built-in credit card processing. This will allow you to accept payment on site with the mobile app, over the phone when customers call in card information, or our most popular option- by emailing out an online payment request for any invoice in the system.

Looking for a quick summary for creating quotes and invoices?  We’ve got you covered! There are 2 main things to know about creating quotes and invoices: