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.
Related Video
Creating an Estimate

More Available Videos

Manager Mobile App: Assigned Tech on Schedule Page

Create and Manage your Leads

User Roles & What Tools Your Team Will Use

Customer Notifications: When you Schedule an Appointment