How to Create a Quote / Work Order/ Invoice in

How to Create a Quote / Work Order/ Invoice in

To create an order in simply follow the following steps: 

  1. Click on "Work Orders" located on the left side of the page. 
  2. Click on the blue button that says "+ New" 
  3. Search for a customer by name, phone number or create a new customer. You can also use a generic cash customer for fast creation of a work order. 
  4. Now Add products or services to your work order, the order will automatically save as a quote as you add services or products. 
  5. To save as a work order simply click on the blue button that say's "Save As" and select save as work order. This will convert quote to work order. 
  6. You can also always pay a deposit or finalize the order, when you finalize the order and pay for the total amount this will convert the quote or work order into an invoice. 
If you are a visual leaner you can also see a video with the same steps explained. 

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