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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
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Estimating
Learn how to create and manage Estimates in Roopairs
All collections
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Getting Started with Estimates
1 article
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Managing Your Estimates
7 articles