How to create a Quote then a subsequent job and invoice

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• Related Articles

• How to create a quotation in Fieldmotion, followed by a job and invoice

  Thank you for your inquiry. Contained in the link below is a tutorial which outlines how to create a quotation, and from that quotation the subsequent job and invoice which will follow. https://youtu.be/1nq6c8hYUG8

• How to create email templates and assign them to your job forms

  Many thanks for your Inquiry. In Fieldmotion, you have the ability to create your own customized emails which can be sent to your clients when you complete jobs, invoices, quotations and purchase orders. In the link below, we take you through how to ...

• Updating a customers address on a completed Job report

  When you create a job in Fieldmotion, it will retain the customer details exactly as they were in the system at the time the job was created. If you then change the address of the customer after you have created the job, it will export with the ...

• How to create Jobs and Recurrences on Fieldmotion, and add attendees

  Thank you for your Inquiry. On the tutorial video in the link below, we show you how to create jobs in Fieldmotion, how to create a recurrence for that job and also how to add attendees to a job https://youtu.be/ztdRTGk86f4 Best regards Support Team

• Creating Job Notifications via email for Clients and App users

  Thank you for your inquiry. In Fieldmotion, you can create custom email templates and then assign these to Notifications so that your clients and/or mobile app users will receive a bespoke email alerting them to any or all of the following events: 1. ...