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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 from a Job

Create an Invoice from a Job

Open the Jobs pipeline to pick a job. Wait for the Jobs page to load. Start creating a job so we have one to invoice.

Watch the demo (33 seconds)

Read transcript · Download captions

Overview

Open the Jobs pipeline to pick a job. Wait for the Jobs page to load. Start creating a job so we have one to invoice. Wait for the job form dialog to open. Return to the Jobs list to open an existing job. Wait for the Jobs page to render. Navigate into a job detail page. Wait for the job detail view to load. Open the New Invoice dialog tied to this job. Wait for the invoice creation dialog to appear.

Steps: 12 · Time to complete: ~33 seconds · Difficulty: hard

Prerequisites

  • Access to the Create an Invoice from a Job feature.

Steps

Step 1 — Navigate to /jobs · 0:00

Open the Jobs pipeline to pick a job.

Step 1: Open the Jobs pipeline to pick a job.

▶ Watch this step · Try it →

Step 2 — Wait for h1:has-text("Jobs") · 0:03

Wait for the Jobs page to load.

▶ Watch this step · Try it →

Step 3 — Click button:has-text("New Job") · 0:06

Start creating a job so we have one to invoice.

Click 'New Job' to start

▶ Watch this step · Try it →

Step 4 — Pause 500ms · 0:10

Wait for the job form dialog to open.

▶ Watch this step

Step 5 — Screenshot: job_form_open · 0:00

Screenshot: job_form_open.

Screenshot: job_form_open

▶ Watch this step

Step 6 — Navigate to /jobs · 0:13

Return to the Jobs list to open an existing job.

Step 6: Return to the Jobs list to open an existing job.

▶ Watch this step · Try it →

Step 7 — Wait for h1:has-text("Jobs") · 0:17

Wait for the Jobs page to render.

▶ Watch this step · Try it →

Step 8 — Click a:has-text("Back to Jobs") · 0:20

Navigate into a job detail page.

Open the 'Jobs' section

▶ Watch this step · Try it →

Step 9 — Wait for text="Job Details" · 0:22

Wait for the job detail view to load.

▶ Watch this step · Try it →

Step 10 — Click button:has-text("New Invoice") · 0:25

Open the New Invoice dialog tied to this job.

Open your account menu

▶ Watch this step · Try it →

Step 11 — Pause 600ms · 0:29

Wait for the invoice creation dialog to appear.

▶ Watch this step

Step 12 — Screenshot: new_invoice_dialog · 0:00

Screenshot: new_invoice_dialog.

Screenshot: new_invoice_dialog

▶ Watch this step

Expected outcome

Wait for the invoice creation dialog to appear.

Assets

  • 📹 Full video — 33 seconds
  • 📝 Plain transcript
  • 🎬 Captions (WebVTT)
  • 🖼️ Thumbnail
On the blog
Invoicing Where the Work Lives: Create Invoices Directly from a Job
You shouldn't have to leave a job to bill for it. You can now start an invoice tied to a job straight from the job detail page — keeping the work and the money in one place.
Read the post →