Most jobs begin with an estimate. However, some jobs may just require an on-the-spot invoice. Creating invoices is almost identical to the steps it takes to create an estimate.
Everything from customer information, notes, terms, deposit required, and status, are all found here.
After the general information is added, you then add tasks, materials and expenses and their prices.
You can print & mail, fax, email and even have Online Collaboration (future change or discontinuance is under consideration due to changing technologies) for your customer review and approval.
You can view a list of all the estimates in your company sorting them various ways.
As part of the Premium Subscription, you can manage your estimates within our Money Tracking feature.
Upon approval, you can add the content of an estimate to a work order, purchase order or invoice with a few simple clicks.
Learn how to begin to create estimates through the Basic (Free) or Premium (Paid) Subscription by going here.