Requests, quotes, jobs and invoices

27 October 2026

Checklists for jobs and appointments

1. Build a checklist template Open Work setup: on Appointments, click Service Settings. The Checklist templates row is under What...

27 October 2026

Create and send an estimate

1. Start the estimate Start from one of two places: From a request: on the Requests tab, click the request's row, go to the Estima...

27 October 2026

Customize job and order fields

1. Ask questions on a service Questions are what the customer answers when booking: room count, TV size, ceiling height. Each answ...

27 October 2026

How a job moves: request, estimate, job, visit, invoice

Where to find it Click Jobs & Invoices in the menu on the left. The page has a tab for each stage: Customers, Requests, Visits, Es...

27 October 2026

Invoices: send, remind, mark paid and deposits

1. Create the invoice Open Jobs & Invoices. Then pick the starting point that fits: From a project: click the job's row on the Job...

27 October 2026

Estimate design templates and saved estimates

Estimate design templates Open Jobs & Invoices, go to the Estimates tab and click Estimate Design Templates above the table. The l...

27 October 2026

Recurring jobs: repeating appointments

How a series works The first appointment is booked as usual, with a frequency chosen from the service's Recurring plan. BizBaby tu...

27 October 2026

Fix "worker unable to complete" warnings

What the worker reports On their work screen, the worker taps Unable to complete, picks a Reason and taps Mark unable & show next....

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