Estimates

• Estimates

  Estimates Short: Create estimates, send to clients, and manage estimate lifecycle. Creating Estimates Location: Estimates → New Estimate Steps Click New Estimate. Select client and property. Add line items (from Price Book or custom). Set deposit (fixed or %), add notes. Save as Draft or set status to Sent. Smart features Auto-calculates taxes and totals. Save as draft automatically. Sending Estimates Location: EstimatFew readers

Price Book

• Price Book

  Price Book Short: Maintain services and categories for consistent quotes and job billing. Managing Services Location: Price Book page Steps Add Service → name, description, price, unit, category, cost. Mark active/inactive. Organize services into categories (Plumbing, Electrical, HVAC). Benefits Faster estimate creation, consistent pricing, profit tracking. Using Price Book During estimate or job creation, click Add from Price Book, choose seFew readers

Invoices & Payments

• Invoices & Payments

  Invoices & Payments Short: Create invoices from jobs or manually; record payments and use Stripe for online payments. Creating Invoices From completed job (recommended) Open completed job. Click Convert to Invoice. Adjust line items and due date; save and send. Manual Invoices → New Invoice → select client → add items → save/send. Sending Invoices Open invoice → Click Send Invoice → Email or download PDF → Preview → Send. Track status:Few readers