Labels
Complete guide to Roopairs' label system. Learn to organize jobs, clients, invoices, POs, and pricebook items with visual tags for better team efficiency.
Articles in this collection
- Labels System Overview
Learn how to use labels in Roopairs to organize jobs, clients, invoices, and more. Visual tags help your team identify key information instantly.
- Client & Vendor Label Management
Identify payment requirements, service agreements, and vendor types instantly. Track COD accounts, VIP clients, contracts, and supplier relationships.
- Pricebook Label Management
Categorize pricebook items for faster estimates. Label services, parts, discounts, and tax rates to streamline quote creation and inventory management.
- Job Label Management
Organize service jobs with equipment labels, hold statuses, and billing indicators. Improve dispatch efficiency and team communication with visual tags.
- Invoice & Estimate Label Management
Track billing details, equipment types, and approval status. Consistent labeling improves quote accuracy and speeds up your billing workflows.
- PO & Bill Label Management
Monitor delivery methods, receiving status, and vendor credits. Flag backorders, disputes, and warranty reimbursements for better procurement control.