Winning an Estimate, Generating an Invoice, and Taking Payment

Please note: Invoices can be created even when there isn't an estimate create beforehand. Dispatchers using the web app can also create and send invoices.

Learn more about creating invoices and estimates

Related Video

Creating an Estimate

More Available Videos

Company Presets: Service Types

Create and Manage your Leads

Inbox: Dispatcher and Techs in the Field

Intro: Dispatch Field App for Techs