Series 1: Core Workflows
Episode 1: Fixed Invoicing
Episode 1: Fixed Invoicing
In the below episode, we cover:
The recommended configuration for Fixed Invoicing
How to set up a fixed contract
How to draft and send invoices in just a few clicks
Episode 2: Do & Charge Invoicing
Episode 2: Do & Charge Invoicing
In the below episode, we cover:
The recommended configuration for Do & Charge Invoicing
The Do & Charge process
Revenue Forecasting
Episode 3: Optimising Remarks & Defect Quoting
Episode 3: Optimising Remarks & Defect Quoting
In the below mini-series, we cover:
Part 1 – Remark Creation in the App
Suggest products that pull straight through to quotes → no confusion, no delays, and faster turnaround for customers
Use & charge products that flow into invoices → nothing missed, every billable item captured
Time saving features: Replace Now & Suggested Products
Part 2 – Managing Remarks in the Server
Full workflow: from Quote creation → Repair task generation, with recommended favourites
Speed up quoting with Suggested Products
Part 3 – Recommended Configuration
Set up Replace Now & Suggested Products for faster, more accurate workflows