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Getting Started

  • Add a Dashboard Widget

Contacts & Customers

  • Add a Contact
  • Send a Request for Proposal to a Subcontractor

Jobs, Tasks & Scheduling

  • Create a Job
  • Create a Schedule Entry
  • Create an Estimate from a Job
  • Create an Invoice from a Job
  • Edit a Task
  • Manage Team Availability
  • View Declined Jobs

Estimates, Invoices & Change Orders

  • Approve a Change Order (Client View)
  • Build and Edit an Estimate
  • Create a Change Order
  • Create a New Estimate
  • Create an Invoice
  • Create an Invoice with the Wizard
  • Edit a Change Order
  • View the Estimate Linked to an Invoice

Warranties & Reports

  • Create a Custom Warranty
  • Export a Report to CSV
  • Generate a Discover Report
  • Set the Standard Warranty

Settings & Templates

  • Add a Cost to the Cost Library
  • Add an SDK Site

Create an Invoice with the Wizard

Create an Invoice with the Wizard

Open the Invoices page. Wait for the invoices list to load. Click New Invoice to launch the guided wizard.

Watch the demo (11 seconds)

Read transcript · Download captions

Overview

Open the Invoices page. Wait for the invoices list to load. Click New Invoice to launch the guided wizard. Wait for the invoice wizard to open.

Steps: 6 · Time to complete: ~11 seconds · Difficulty: medium

Prerequisites

  • Access to the Create an Invoice with the Wizard feature.

Steps

Step 1 — Navigate to /invoices · 0:00

Open the Invoices page.

Step 1: Open the Invoices page.

▶ Watch this step · Try it →

Step 2 — Wait for role=button[name="New Invoice"] · 0:02

Wait for the invoices list to load.

▶ Watch this step · Try it →

Step 3 — Screenshot: invoices_list · 0:00

Screenshot: invoices_list.

Screenshot: invoices_list

▶ Watch this step

Step 4 — Click role=button[name="New Invoice"] · 0:05

Click New Invoice to launch the guided wizard.

Click 'New Invoice' to start

▶ Watch this step · Try it →

Step 5 — Pause 800ms · 0:08

Wait for the invoice wizard to open.

▶ Watch this step

Step 6 — Screenshot: invoice_wizard_open · 0:00

Screenshot: invoice_wizard_open.

Screenshot: invoice_wizard_open

▶ Watch this step

Expected outcome

Wait for the invoice wizard to open.

Assets

  • 📹 Full video — 11 seconds
  • 📝 Plain transcript
  • 🎬 Captions (WebVTT)
  • 🖼️ Thumbnail
On the blog
A guided wizard for invoices you actually want to send
We rebuilt invoice creation as a step-by-step wizard, so the messy parts — line items, tax, terms — stop being a single intimidating form and start being a guided flow.
Read the post →