Estimates and Invoices
8 articles
Creating Multi-Option Estimates
In this article, you will learn how to create multi-option estimates—commonly known as “good, better, best” packages—to present flexible options to your clients. Offering multi-tiered proposals empowers your customers with choices while helping boost your approval rates and average ticket size. By building side-by-side package comparisons, you can clearly present different project scopes and highlight […]
Creating Invoices and Recording Payments on Mobile
In this article, you will learn how to build an invoice directly from a job, send it to a client, and record a collected payment using the JobyDesk mobile app. Creating invoices directly within active jobs streamlines your billing workflow by automatically linking all customer details. This allows field service technicians and teams to accurately […]
Tracking Estimates and Tasks Reports
In this article, you will learn how to monitor your sales pipeline and track internal operational task completion using JobyDesk reports. Using the Estimates and Tasks reports together allows you to gain complete oversight of your field service operations. Tracking your estimates helps you evaluate win rates and manage pending quotes, while managing tasks ensures […]
Analyzing Financial Reports
In this article, you will learn how to navigate and utilize the financial reports dashboard to monitor your business’s financial health. 1Understanding your financials is crucial for scaling your business and maintaining a healthy cash flow. The financial subgroup houses five distinct reports designed to give you complete operational visibility, allowing you to track billing, collections, […]
Setting Up and Sending Documents and E-Signatures
In this article, you will learn how to enable, configure, and send interactive documents and e-signatures for your field service business. Streamlining client authorizations and waivers is crucial for maintaining efficient operations. By utilizing the JobyDesk Add-on Center, you can upload custom PDF templates, make them interactive with drag-and-drop fields, and effortlessly track signed agreements […]
Customizing Estimate and Invoice Templates
In this article, you will learn how to customize the design, layout, and content of your JobyDesk documents. Creating professional, branded documents is essential for building trust and credibility with your customers. By customizing your invoices, estimates, work orders, and payment receipts, you ensure a consistent brand experience that highlights your professionalism while making it […]
Creating and Sending Invoices
In this article, you will learn how to create and send an invoice to your customers. Creating clear, professional invoices is essential for billing your customers accurately, keeping your financial records organized, and getting paid faster. JobyDesk allows you to generate invoices from scratch or instantly convert an existing job’s details into a ready-to-send bill, […]
Creating and Managing Estimates
In this article, you will learn how to build, customize, and send an estimate to a potential customer. Providing a clear and professional estimate allows you to outline your proposed services, pitch optional add-ons, and secure a customer’s signature or deposit before you begin work. JobyDesk makes it easy to generate estimates and control exactly […]