Add your invoicing details
Before you can create a quote or invoice, workauto needs to know which company details to show on it. You only need to do this once.
Add the customer's address
Quotes and invoices show the customer's name, email and address. Name and email come from the customer record you already have, and you can now save an address as well.
Create a quote or invoice from a job
The quickest way to invoice a single job is from the job itself.
Copy tasks onto an invoice
You have already described the work in the job's tasks, so you don't need to type it again. Copy tasks turns each task on the linked jobs into a line item on a new quote or invoice.
Invoice several jobs together
If a customer has had several jobs done, you can put them all on one invoice from the customer's profile.
View, edit and export
Every saved quote or invoice is listed in the job's Quote / Invoice tab and in the customer's Quotes / Invoices tab.
Already use another invoicing system?
You don't have to use workauto's quotes and invoices. If you already invoice through accounting software or another system, you can keep doing that and still keep the paperwork with the job:
Congratulations!
You now know how to create quotes and invoices in workauto.