Once you've added customers, scheduled and set up some jobs, you're now ready to create your first estimate or invoice! Regardless of the record type, you will follow the same process.
You can create an estimate or invoice multiple ways. The most common methods include:
From a Customer Record.
From the Estimates or Invoices tab in the left-side menu.
From a Job Record.
From a Customer Record
From the left-side menu, click on the Customers tab. Then you can search for and click on the customer you'd like to create the estimate/invoice for. From the Actions drop down, select Create Estimate or Create Invoice.
From the Estimates or Invoices Tabs
On the left-side menu, click on either Estimates or Invoices. Then select Create Estimate/Invoice.
From a Job Record
From the left-side menu, click on the Jobs tab. Then you can search for and click on the job you'd like to create the estimate/invoice for. From the Actions drop down, select Create Estimate or Create Invoice.
Video Tutorial
To learn more about estimates and invoices, visit the 'How To' Articles in the Help Center.
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.