Introduction Client reports provide managers with important business information. By the end of this article, you’ll learn how to: create a Client report sort data by category view chart data download job data 1 Opening the reports page Scroll up to the top of the page. On the main menu bar, click Reports. The Reports […]
Introduction This article describes how a technician can record a customer payment. Basic requirements Before a technician can record a payment, several steps need to happen first. These steps are: assign a job, create an estimate, and convert a quote into a sale. Those tasks are described in different articles. For more information, see: Assigning […]
Introduction This article shows you how to create a payment using Stripe. To process Stripe payments, you must first integrate your Stripe account with your Skeduler account. For more information, see: Integrate Stripe Software 1 Opening the Job Card page The first step is to locate a job card. Scroll up to the top of […]
Introduction This article shows you how to find and review payments. You also learn how to use filters to narrow the search of payments. 1 Opening the Payments page The first step is to locate the Payments page. Scroll up to the top of the page and locate the main menu bar. Click Accounts. A […]
Introduction This article shows you how to provide customers with a refund. Many types of refund are possible. These include cash, cheque, and credit card refunds. Creating a refund is a two-step process: create a credit note create a refund record Issuing a refund is different from providing a customer with a credit. For more […]
Introduction This article shows you how to create a credit note on a Job Card. You also learn how to apply that money against a customer’s outstanding balance. Assigning credit to a customer’s balance due is a two-step process: create a credit note allocate credit Allocating a credit is different from a refund. For more […]
Introduction This article shows you how to record a customer payment on the Job card page. Before recording a customer payment, you first need to create a job, submit an estimate, and convert an estimate into an invoice. That work is described in other articles. For more information, see: Booking a New Job Creating an […]
Introduction This article describes how a technician can change a quote into a sale. Basic requirements The first step is to create an estimate or quote. That task is described in a different article. For more information, see: Creating an Estimate with the Technician View 1 Opening a quote On the technician’s app, scroll up […]
Introduction This article describes how a technician can create an estimate or quote. This article also describes how to email a quote to a client inside the Technician View. Basic requirements A technician can view jobs on his or her screen and create estimates if two conditions are met: a job card has been created […]
Introduction This article shows you how to locate invoices on the Skeduler platform. You also learn how to use filters to narrow your search. 1 Opening the Invoices page The first step is to open the Invoices page. Scroll up to the top of the page and locate the main menu bar. Click Accounts. A […]