Tutorial: Creating Quotes, Estimates & Invoices

Hello everyone, this is Aaron, the Customer Success Manager of Gas Engineers Software. Today in this tutorial, I will be talking to you about how to create an estimate or quote and an invoice. Firstly, I'm going to show you how to create these from the mobile app. Creating a quote or an estimate can be followed in these steps. From the main menu, tap on the New Estimate, Quote, or Invoice and select Quote or Estimate. Select an existing job from the list or create a new one by tapping Add New Job. If you are adding a new job, you will need to add the information on the job screen before proceeding. On this screen, you can add line items by tapping the plus symbol in the top right-hand of the screen. Once you are happy with your quote or estimate, you can approve it and email it to your customer. If you have created a quote or estimate, you can convert it into an invoice by opening the record via the Existing Records menu and then tapping on the Convert to Invoice. This will pull all the information over to the invoice, speeding up the process. If you wish to create the invoice from scratch, follow the same steps as we did for quote and estimate, but instead click Invoice. Let's move on to the web portal. On the web portal, once logged in Click the Create New tab. At the bottom of this page, click Estimate or Quote, and then select whether it is a new job or an existing job. Once again, if it's a new job, you'll need to add some basic job details before proceeding. Once you're on the Estimate or Quote page, you can add some line items by clicking on the empty line. When you're happy with your quote or estimate, you can approve and email this to your customer. To make an invoice from this quote or estimate, open the record and click Convert to Invoice. This will pull all the information over, speeding up the process. If you're creating the invoice from scratch, once logged into the web portal, click Create New, and at the bottom of the page, click Invoice instead of Quote or Estimate. And this is the basics on how to create an estimate, quote, or invoice. If you would like more information, then please contact our support team, or you can book a demo with one of our fantastic customer success team members. Until next time, thank you.