This article follows on from:
Sending automated and manual job updates to customers.
So far in this series we have learnt how to create our job, repair ticket, Update the job status and how to send automated and manual job updates.
Depending on your business model in-order for your business to attract new opportunities, win business and get paid you need to provide customers with Quotations (Estimates) and Invoices for payment.
The Tudodesk platform provides both Quotations (Estimates) and Invoicing as well as online customer approval and payment via the customer portal and Stripe.
Job Quotes and Estimates.
The Tudodesk Estimate product is standard with all plans. It provides and easy to use automated platform for creating and sending Job Estimates. Estimates can be approved or rejected by customers on-line and the platform ships with automated emails to send, follow-up and confirm orders.
Estimate features:
Create professional job estimates from jobs in seconds.
Set-up standard and custom terms.
Automated send and tracking when customers open.
5 automated follow-up emails over 30 days.
Automated order confirmation.
Automatic Invoice and payment option with Stripe.
Job Invoicing and Payment.
You may already have an invoicing product, or an accounts system. If you do you can automate invoicing using Tudodesk and Zapier.
The Tudodesk Invoicing product can easily convert Job tickets into Invoices, send and collect payment in less than a minute.
Invoicing features:
Create and send professional invoices in seconds from jobs.
Set-up standard terms
Automated send and tracking when customer opens.
Automated non-payment follow-up over 30 days or more.
Automated payment receipts
Manual payment options.
How to create your first Invoice from a Job Ticket.
Navigate to an open Job ticket.
Click "Show menu" right hand side document menu bar.
Select "Create" option from list.
Select "Invoice" option from list.
From create view, select any shown attachments to included on the invoice.
Click "Create Invoice"
When the invoice opens in edit mode. Confirm the details and charges.
On the invoice status bar - Click "Sent" this will automatically send the invoice to the customer.
How to create your first Estimate from a Job Ticket.
Follow steps 1-3 above
Select "Estimate from the list"
Follow steps 5-8 above.
🎉Congratulations you should of now been able to send your first Invoice and Estimate based on a customer Job Ticket.
Whats next...