Not only can you maintain your customer information in Workforce, but you can also quote and invoice your customers with easy. With quotes, invoicing, and all your customer information in one place, you never have to let anything fall through the cracks again. Keep your information in place and stay informed about all your customers. Always.
Quickly build quotes for customers, you need to provide, in just a few including costs and any attachments taps. Then send your quote right away, or make it available in the customer portal. Your workflow is up to you.
Getting started on the work after a quote has been accepted is as easy as clicking a button. Start your work right away by clicking the accepted” button in your job’s quote. Your client will be informed, and you can keep things moving.
Now that you’re ready to get started, make sure to set up a job for the work. There’s no magic here, just click the “convert to job” button, and the job, with all your customer’s information, will be set up for you!
You don’t have to wait for the office to send invoices for your work. Send it right after you’ve finished. Then you and your customer can sign off on payments from any device. It will update in the system immediately.