Sending Invoices and Estimates There are 3 ways for sending invoices and estimates: send by e-mail, regular postal mail or text message. To send...
Turn Estimate into Visit To create a visit based on an already accepted estimate go to the estimate detail page and click the “Create...
List Accepted Estimates To see your accepted estimates please click on Finances > Estimates in the menu and make sure the “Accepted” filtering...
Collect a Deposit for Estimate Clients can pay a deposit when they open the estimate link that you sent them via e-mail or text. Once...
Edit an Estimate To edit an estimate, click the “Finances” tab and click “Estimates” Locate the estimate you would like to edit and...