How a job moves from request to payment

1 1. Request

A client asks for work: from your website form, a lead site, by phone or from their Client Corner.

1. Open the request in Requests.
2. Click Create estimate, Convert to job or Schedule assessment (a visit to look before pricing).

2 2. Estimate

You price the work and send it. The client signs and approves from the link.

1. Build it from your item list and click Email (or copy the link).
2. When it's approved, click Generate Invoice — or add it to a job to schedule the work.

Turn on Auto-generate invoice on the estimate and the invoice is created when the client approves.

3 3. Job

The job groups everything about the work: visits, documents, notes, time and expenses.

1. Click Jobs → New job, or open the job from the client.
2. On the job page, add the estimate with Link an existing estimate or invoice.

4 4. Visits

Each trip to the client is a visit on the schedule, assigned to someone.

1. On the job, click New visit (or set a repeating schedule).
2. In the field, send On my way, check off tasks, take photos and tap Complete visit.

5 5. Invoice

Bill the work when it's done — the whole job or the completed visits.

1. On the job, click Invoice completed visits, or open the estimate and click Generate Invoice.
2. Click Email to send it.

6 6. Payment

The invoice is paid online with Stripe or you record the payment. Reminders go out for you until it's paid.

1. Open the invoice and click Record payment, or wait for the online payment to come in.
2. The invoice becomes Paid and the job's profit is in Job costing.

The Job Trail in CRM shows where every request and estimate is.