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.
- Log in to your account.
- From your dashboard, select the appropriate quote from the "Active Quotes" section.
- 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:
- Export the data as a .CSV file.
- View all your invoices.
- Begin another job.