• Begin with an estimate and end with the receiving of payment.
  • Create an estimate based on labor and material, set up job stages, and payment plans.
  • Revision option – if the customer rejects the offer, you can change the estimate and choose which estimate to ultimately activate.
  • Print out estimate, get it signed, and save it as an attachment to the job.
  • Change orders – You can change the job with a change order at any point.
  • Schedule for this job and track material and labor used.
  • Each time a schedule is completed, the profit loss margin on the job changes.
  • PO requisition – Technicians can request parts to jobs.
  • Create the invoice for a specific job stage or just choose what percentage you would like to invoice for.
  • Receive payment for the job.

Related Products

"Estimate/Job Creation" is part of the FieldOne line of products, developed by FieldOne Systems.