Job Card

Manage all aspects of your jobs in the Job Card.

Sam Page avatar Marvin Rebong avatar Max avatar +1
34 articles in this collection
Written by Sam Page, Marvin Rebong, Max and 1 other
Job Tools

How to Create and Build Quotes and Estimates

What steps you need to make to create and build the right quotes and estimates for your business
Max avatar
Written by Max
Updated over a week ago

Activating a Quoted/Estimated Job

How to make a quoted/estimated job active so that costs can be added to it.
Sam Page avatar
Written by Sam Page
Updated over a week ago

Copying Quotes and Estimates

Here you can find out how to duplicate quotes and estimates
Max avatar
Written by Max
Updated over a week ago

Change many lines at once on Quotes and Invoices

How to use Bulk Actions to perform actions on multiple line items at once
Max avatar
Written by Max
Updated over a week ago

Hiding line items

Keep line items on your quote / estimate or invoice, but hide them on your customer's copy
Max avatar
Written by Max
Updated over a week ago

Creating an Invoice

Create Invoices for your customers with ease using Fergus
Marvin Rebong avatar
Written by Marvin Rebong
Updated over a week ago

Adding Payments to Invoices

And how to mark invoices as paid
Max avatar
Written by Max
Updated over a week ago

Editing Approved Invoices

How to copy an invoice
Max avatar
Written by Max
Updated over a week ago

Sending Statements for Outstanding Invoices

How to send a statement for one or more invoices to a customer
Max avatar
Written by Max
Updated over a week ago

Changing the Invoice Date

How to change the date on an invoice and when it is due
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Written by Max
Updated over a week ago

One-off Change to Billing Customer

How to make a one-off change to the billing customer on a quote, estimate, or invoice
Max avatar
Written by Max
Updated over a week ago

Editing Published Quotes & Estimates

Using Versions to send a new version of your quote or estimate
Max avatar
Written by Max
Updated over a week ago

Creating Favourites From a Quote, Estimate or Invoice

How to save sections as a new Favourite from the quote, estimate and invoice builder
Max avatar
Written by Max
Updated over a week ago

Choose the Best Contact for your Invoice using Multi Tenant Billing

Choose the right billing contact on Invoices, Quotes, and Estimates
Max avatar
Written by Max
Updated over a week ago

Adding Checklists to Jobs and Site Visits (Desktop)

Ensure every job meets your businesses standards
Max avatar
Written by Max
Updated over a week ago

Completing Checklists (Mobile & Desktop)

Stay on task and do the best job, on every job.
Max avatar
Written by Max
Updated over a week ago