To generate an Invoiced Items/Services report that shows any invoice that had a specific item or service on it and can be defined by item / service and or timeframe, click the “Reports” tab. Then click “Invoiced Items and Services“ Next, select the date range, category, and or items/services you…
To generate an Expense Report that has a list of expenses by date range and category, click the “Reports” tab. Then click “Expenses“ Next, select the date range and category you would like to show on the report. (Note: It shows the current year to date as default) You can…
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 view your accepted estimates please click on Finances > Estimates in the menu and make sure the “Accepted” filtering option is clicked: