Roopairs Help Center
  • Home
  • Clients, Service Locations, & Equipment
    • 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
  • Estimating
    • 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
    • Getting Started with Jobs
      • Creating a New Job
      • Understanding Job Types: Service vs Job Walk
    • Managing Your Jobs
      • Starting a Job
      • Pause or Hold a Job
      • Cancelling a Job
      • Rescheduling a Job
      • Editing a Job’s Details
      • Editing a Job’s Summary
      • Completing a Job
  • Invoicing & Payments
    • Getting Started with Invoices
      • Creating a New Invoice
    • Managing Your Invoices & Payments
      • Resending an Invoice
      • Revising an Invoice
      • Deleting, Voiding, or Forgiving an Invoice
      • Adding, Editing, and Deleting Invoice Payments
      • How to Pay a Service Company Invoice
  • Dashboard
    • Dashboard Actions
    • Dashboard Work Status
    • Dashboard Performance Metrics
  • Accounting Integrations
    • QuickBooks Online Integration
      • QuickBooks Online Integration Setup
  • Labels
    • Labels System Overview
    • Client & Vendor Label Management
    • Pricebook Label Management
    • Job Label Management
    • Invoice & Estimate Label Management
    • PO & Bill Label Management
  • Settings
    • Customizing Roopairs Notifications
  • Book a product tour
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Getting Started with Clients, Locations, & Equipment

Articles in this collection

  • Creating a New Client

    Learn how to create a New Client

  • Creating a New Service Location

    Learn how to create a new Service Location

  • Creating a New Piece of Equipment

    Learn how to create a new Piece of Equipment

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