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Quotes & Invoices
Account setup & configuration
Working with Jobs
Quotes & Invoices
User management
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Help Centre
Quotes & Invoices
Account setup & configuration
Working with Jobs
Quotes & Invoices
User management
Quotes & Invoices
Raise quotes for new and existing customers, set validity periods, include services & materials. Convert to a job, and invoice the customer when done
Raising a new quote
Converting an accepted quote to a job
Linking jobs to an invoice
Viewing & authorising quotes