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Estimates & Invoicing
Creating & Sending Estimates
Learn how to create price estimates for your clients, add line items, send them via email or SMS, and convert accepted estimates into invoices
Creating & Sending Invoices
Learn how to create invoices, add line items, and send them to clients by email or SMS
Estimate Settings
Customize how your estimates look to clients by setting a custom footer message for all estimate PDFs
Recording a Payment on a Job
Learn how to record a payment you've received on a job, choose the payment method (including Venmo and Zelle), and email a receipt to your client
Sending Payment Receipts
Learn how to send payment receipts to clients by email or SMS after recording a payment
Invoice Settings
Customize how your invoices look to clients by setting a custom footer message for all invoice PDFs
Jobs & Scheduling
The Schedule Map View
See every job on a map by location, color-coded by technician, and track your team's live position in the field — all from the Schedule page.
Notes on Jobs, Clients, and Properties
Keep the details that matter — gate codes, access instructions, customer preferences — and link each note to the client, the property, or both so the right context shows up on every job.
Saving Services to Your Price Book
Learn how to save a service straight to your price book while adding it to a job, so you can reuse it on future jobs
Payments & Invoicing
Accepting Zelle Payments
Learn how to set up Zelle as a payment option for your invoices and how clients will see it in emails and the client portal
Accepting Venmo Payments
Learn how to set up Venmo as a payment option for your invoices and how clients will see it in emails and the client portal
Accepting Square Payments
Connect your Square account to accept online credit card and debit card payments through your invoices