Roopairs Help Center
  • Home
  • Home
    • Dashboard Actions
    • Dashboard Work Status
    • Dashboard Performance Metrics
  • Estimates
    • Getting Started with Estimates
      • Creating and sending an Estimate
    • Managing Your Estimates
      • Deleting or Cancelling an Estimate
      • Resending an Estimate
      • Revising an Estimate
      • Approving or Declining an Estimate
      • Reopening an Estimate
      • Converting a Estimate to a Job
      • Converting a Estimate to an Invoice
  • Jobs
  • Invoices and Credit Notes
    • Creating and Sending
      • Creating a New Invoice
    • Managing Your Invoices & Payments
      • Resending an Invoice
      • Deleting, Voiding, or Forgiving an Invoice
      • Adding, Editing, and Deleting Invoice Payments
      • How to Pay a Service Company Invoice
  • Bills and Vendor Credits
    • How Vendor Credits Work
  • Clients
    • Getting Started with Clients, Locations, & Equipment
      • Creating a New Client
      • Creating a New Service Location
      • Creating a New Piece of Equipment
    • Managing Clients, Locations, & Equipment
      • Editing a Client
      • Editing a Service Location
      • Editing a Piece of Equipment
      • Merge, Deactivate, and Organize
  • PriceBook
    • Getting Started with PriceBook
      • Creating a Service Item
      • Creating a Part or Material
      • Creating a Misc. Item
      • Creating a Discount
    • Managing your PriceBook
      • Editing a PriceBook Item
      • Deleting a PriceBook Item
  • Accounting Integrations
    • QuickBooks Online Integration
      • QuickBooks Online Integration Setup
  • Settings
  • Plans, Billing & Support
  • Labels
    • Labels System Overview
    • Client & Vendor Label Management
    • Pricebook Label Management
    • Job Label Management
    • Invoice & Estimate Label Management
    • PO & Bill Label Management
  • Book a product tour
  • Go to website โ†’

Roopairs Help Center

Explore our guides and examples to implement our solution into your system.

  • ๐Ÿ“Š
    Home3 articles

    Learn how to navigate and manage the Dashboard in Roopairs

  • ๐Ÿ“‹
    Estimates2 collections

    Learn how to create and manage Estimates in Roopairs

  • ๐Ÿ’ผ
    Jobs3 collections

    Create, schedule and work jobs, from the first visit to finalizing the work.

  • ๐Ÿ’ฐ
    Invoices and Credit Notes5 collections

    Learn how to create and manage Invoices, Payments and Credit Notes in Roopairs

  • ๐Ÿงพ
    Bills and Vendor Credits1 article

    Learn how to record, manage, and pay vendor Bills and Vendor Credits in Roopairs

  • ๐Ÿ› ๏ธ
    Clients2 collections

    Learn how to create and manage Clients, Service Locations, and Equipment in Roopairs

  • ๐Ÿ“’
    PriceBook2 collections

    Learn how to create and manage Pricebook items in Roopairs

  • ๐Ÿ‘‹
    Accounting Integrations2 collections

    Connect Roopairs with your accounting software for enhanced financial visibility and control.

  • ๐Ÿ‘‹
    Settings1 collection
  • ๐Ÿ‘‹
    Plans, Billing & Support4 collections

    Plans, pricing, implementation, billing, and support for Roopairs customers.

  • ๐Ÿท๏ธ
    Labels6 articles

    Complete guide to Roopairs' label system. Learn to organize jobs, clients, invoices, POs, and pricebook items with visual tags for better team efficiency.

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