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 […]
Introduction This article shows you how to edit a sales invoice from a Job Card page. There are five types of edits you can make to a sales invoice: add new standard services add a custom service offer a discount remove the Callout Fee change the unit price of a service. 1 Opening the Job […]
Introduction This article shows you how to sync invoices with Xero, an online accounting app designed for small businesses. Before synchronizing, you first need to open an account with that service provider and then integrate Skeduler with a Xero account. That integration work is described in another article. For more information, see: Integrate Xero Accounting […]
Introduction This article shows you how to change an estimate or quote into a sales invoice on the Job Card page. You can also change an estimate or quote into a sales invoice with the technician app. That task is described in a different article. For more information, see: Convert Quotes into Sales Invoices with […]
Introduction This article shows you how to email an estimate or quote to a client from the Job Card page. Before emailing an estimate to a client, you first need to create an estimate document. That work is described in another article. For more information, see: Creating An Estimate Or Quote Technician View To learn […]
Introduction This article shows you how to create an estimate or quote from the Job Card page. 1 Opening the Jobs page The first step is to find a specific job card. Scroll up to the top of the page and locate the main menu bar. Click Accounts. A drop-down menu displays. Click Jobs. The […]