Roopairs Help Center
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  • 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
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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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