Quoting & Invoicing

Quoting & Invoicing functionality include:

Estimate Tab

• Create estimates for your opportunities and provide quotes to customers.
• Choose between hourly or fixed-price quotes based on the job type.
• Enables the “BOOK NOW” button in email templates when using Stripe for payments.

Invoice Tab

• Create invoices for confirmed bookings and add line items to them.
• Each job can have only one invoice, which can include multiple line items.

Discounts

• Apply fixed or percentage discounts to estimates or invoices to provide pricing flexibility to your customers.

Deposit Requirements

• Automatically calculate and set the deposit required for the job based on your settings.
• Modify the deposit amount if necessary.

Generate PDF

• Generate PDF documents for estimates and invoices to share with customers or download for your records.
• Attach estimate and invoice PDFs to your emails directly if desired.

Payment Recording

• Record payments related to the invoice within the Payments section.
• Track payment method, amount, and date for accurate financial management.

Actual Hours

• View the recorded actual hours worked by your field workers for each job.
• Edit or manually enter the actual start and finish times as needed.

Charges

• Apply additional charges to the invoice, such as surcharges or fees, if necessary.