Service

Service Estimating

• Service Estimating
• Managing Material Library
• Service Estimating Setup / Repair Library
• Repair Estimating Walkthrough

Creating Service Tickets

• Service Types for Tickets
• Creating/Dispatching Tickets

Scheduling Tickets

• Scheduling Tickets
• Service List/Map/Board View

Tech Board

• Tech Board Overview

Completing Tickets

• Completing the Ticket (tech's side)

Approving Tickets

• Verifying/Approving Travel/Labor Time & Work Completed

Creating Invoices

• Creating The Invoice
• Showing a Price Breakdown on the Invoice

Job Costing

• Produced vs. Billable Margin

Sending Invoices

• Sending the Invoice

Exporting Invoices

• Exporting Invoices to CSV

Marking the Invoice as Paid & Closing the Ticket

• Import Paid Invoices
• Marking The Invoice As Paid/Closing The Ticket