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 →

Managing Clients, Locations, & Equipment

Articles in this collection

  • Editing a Client

    Learn how to edit a Client

  • Editing a Service Location

    Learn how to edit a Service Location

  • Editing a Piece of Equipment

    Learn how to edit a Piece of Equipment

  • Merge, Deactivate, and Organize

    Streamline your client management with Roopairs. Merge duplicate accounts effortlessly, maintain data integrity, and ensure accurate billing. Discover seamless QuickBooks integration today.

Generated by FernandThe modern support tool for SaaS