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What appears on the document (Quote or an Invoice)

Both documents carry your company block, the work order's asset details, the line items and a summary. Amounts and tax are reproduced from the work order's cost summary exactly — there is no separate calculation, and if the work order has no tax, neither does the document.

Quote -

Invoice -

Line items

  • Each row is the item name. Item descriptions are not printed.

  • Sub-items are listed underneath their item, labor first and then parts, each showing its own amount. The item row carries the totals.

  • Labor captured with the timer is marked with a clock icon and shows the hours tracked.

Logo, dates and currency

  • Your account logo is taken from your company settings page and sits at the top right.

  • Dates print as 9 Jun 2026, and amounts use your account's currency.

  • Documents are built for US Letter and flow onto as many pages as the line items need.

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