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

Premium Feature: Branded Emails

Billing Document Contracts

Assigning a Technician

Customer Notifications: When you Accept a New Offer