The Quick Dispatch feature can be used in a few different ways and is great for snowplow companies who need to add a constantly changing group of customers to their schedule in an instant to get their crews dispatched quickly. Use it as a “multi-add” where you can add several…
Learn How to Create a New Template
If you need to edit an invoice that has already been paid (example: you received a check and entered it and marked an invoice paid, but later found out the check bounced) you can do this: Delete Payments For the Invoice Before you can edit a paid invoice you need…
Learn How to Create an Estimate
Learn How to Edit an Estimate
Learn About Automations
How to Collect a Deposit for an Estimate
To see your accepted estimates please click on Finances > Estimates in the menu and make sure the “Accepted” filtering option is clicked:
Learn About Packages of Items and Services
Learn How to Add a Level Billing Agreement