ACADEMY
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Dispatch Billing
Creating an Estimate
You can create an Estimate for a customer on any job that you wish to provide "estimated" pricing and capture signatures prior to creating an Invoice. Please note: This can also be done by a Dispatcher from the web application.
Learn more about creating estimates and invoices
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Winning an Estimate, Generating an Invoice, and Taking Payment
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Billing Document Contracts
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Customer Billing: Settings and Tax Rates
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Billing Items
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Billing Document Contracts
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Creating an Estimate
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