Once you've added customers, scheduled and set up some jobs, you're now ready to create your first estimate or invoice! Luckily the process is the same regardless of which one you're creating!

You can create an estimate or invoice a number of ways. I've outlined the most common below.

Let's dive into each!

1) Create from the Customer Record

From the Customer tab on the left hand menu, you can search for the customer you are looking for in the search bar under the 'Customer' tab. Then select the 'Actions' drop down from the customer record and select 'Create Estimate' or 'Create Invoice.'

You can also select the 'Estimate' or 'Invoice' tab at the top of the screen on the customer record.

2) Create from the 'Estimates' and 'Invoices' Pages

On the left menu, click on either 'Estimates' or 'Invoices'. Then select the green 'Create Estimate' or 'Create Invoice' button.

On the left menu, click on either 'Estimates' or 'Invoices'. Then select the green 'Create Estimate' or 'Create Invoice' button.

3. Create an estimate or invoice from within the Job.

From the left menu, click on the 'Jobs' tab. Then you can search for the job you'd like to create the estimate or invoice for.

Then from the 'Actions' drop down, you can select 'Create Estimate' or 'Create Invoice.'

You can also select the 'Estimate' or 'Invoice' tab at the top of the screen on the job record.

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First, choose the customer or create a new one. Once you select a customer, you’ll be able to enter the name of the job or project that this estimate or invoice is linked to. You can then enter an ‘Invoiced date’ or leave it blank and it will default to today’s date. Next add a due date or leave it blank and it will default to the systems default due date that you set up in your 'Company Settings'. Next you can enter any notes about this quote or invoice including details of the work to be performed or any additional text you want to include.

Next click on the 'Item' field to start adding line items to the estimate or invoice. These are the items that will be listed on the estimate or invoice with prices next to them to comprise the total of the work that you are billing for.

In the window that pops up choose the item and click the green 'Quick Add' button.

If you want to adjust the price or quantity of any line item on the fly, click on the item, not on the "Quick Add" button. When everything looks correct, click 'Add to Estimate'.

If you have not added any line items to your invoice item repository now is a good time to add one.

In the ‘Item’ dropdown menu, click ‘Create New Line item’. You will then enter the item name, decide whether it is a product or a service, enter the default quantity and price and you can even choose to add the Unit Cost - this way you can track your profitability per Invoice/Estimate. Once your line item is set up, click 'Create Item' and then add it into the estimate or invoice you're creating.

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 an estimate or an invoice draft. Either can be edited by clicking the edit button so you can change any details you want on the fly.

If you would like to share this document with a customer click the 'Preview' button and then click ‘Email to Customer’. The customer’s email and name should be pre-populated so all you have to do is click 'Send'. You can also click 'More Options' for additional ways to send your customer the estimate/invoice.

When you select 'Email To Customer' you can adjust the body of the message (which can be set up as a preset template) as well as attach file, additional email attachments. You can include a signature link, and if you have FieldPulse payments, you are able to collect credit card payments directly from this email!

Not only can you email estimate or invoices to your customer, you can simultaneously send a SMS as well!
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We have an entire section of our Help Center dedicated to best practices and video support around estimates and invoices for you to reference as well!

As always, please don't hesitate to reach out to our Customer Success team. They are here to help you!