Roopairs Help Center
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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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Jobs
Create, schedule and work jobs, from the first visit to finalizing the work.