Jobs & invoices

• Turn a job into an invoice

  Open the signed estimate and tap Create invoice. The invoice has what your customer signed, with confirmed deposits taken off.

  How-to

• Send an invoice and get paid

  Tap Download PDF on the invoice and send the PDF to your customer yourself. When the money comes in, tap Mark invoice as paid.

  How-to

• Export your estimates and invoices

  Go to Settings › Export my data and download your estimates or invoices as a CSV file. PDFs are on each estimate and invoice.

  How-to