Estimates & Invoices
Changing the estimator on an appointment or sold project
Rarely, you may need to change the estimator after an appointment has occurred. Or, you may need to change the estimator on a sold project. If your estimate was written against an appointment: Open the project in question On the left side, click ...
Changing taxability of a specific line item
Stored Credit Cards
We now offer the option to store a customers card securely. This allows you to charge any previously entered cards for the final balance or followup charges. After enabling this option, when you click 'Take Payment', you'll see the standard Credit ...
Editing an Invoice/Estimate after acceptance
After accepting an Estimate, it becomes an Invoice. You can edit an Invoice until the invoice is fully paid. Once fully paid, the invoice is no longer editable. To edit an invoice: 1) Navigate to the Project containing the Invoice. You can use ...
Labelling Estimates and Invoices
When creating multiple estimates, you may wish to label each estimate for ease of reference later. Estimates can be labelled while creating, using the 'estimate title' field: the estimate title, if entered, appears: 1) On the calendar popup which ...
Tech-Facing Notes, Customer-Facing notes, and Office Notes
In compass there are three kinds of notes that are available. Technician facing notes are printed on work orders and are presented to technicians whenever they are looking at the project if they are on mobile. Examples of this would include that the ...