How to Build and Work with Reports:

Follow this tutorial to run your first report. Should you have any questions, please don't hesitate to contact us.

  1. Log in to your account.
  2. From your dashboard, select the appropriate quote from the "Active Quotes" section.
  3. The job will be marked as complete, and the customer will automatically receive a link to their invoice via email. The invoice now shows as "Unpaid" in your Invoice Control Panel.

Congratulations! You've successfully generated a report.

What Now?

After generating the report, you can:

Ready to take your business to the next level?

Sign up is quick and easy!

Get Started