Work order Quotes and Invoices
A work order already holds the items, labor hours, parts and tax for a job. You can export it as a customer-facing quote before the work is approved, or as an invoice once it is done, without re-typing anything into another system.
10 articles
- Work order quotes and invoices overview
- Exporting a work order as a Quote or an Invoice
- Using Work order quotes/invoices for internal vs external maintenance needs
- Setting your defaults
- What you fill in before it downloads
- Quote and invoice numbers
- What appears on the document (Quote or an Invoice)
- Exporting from a shared work order link (For vendors and third parties)
- Who can export Work order Quotes and Invoices
- Why I can't find a document you exported