Set up your first customer and job

Steps

1. Open Company & settings. Enter your business details, reporting year and currency before adding financial records.
2. Open Customers and add the customer's name and contact details.
3. Open Estimates & bids, create an estimate and add costs, overhead, target margin and tax selections. Save it.
4. Accept the estimate to create its connected job. Record actual job expenses and update Future costs still to come as work progresses.
5. Create an invoice for the job. Record each customer payment against that invoice. Save a backup to a separate drive when you finish.

Check that it worked

The same customer appears on the estimate, job and invoice; a recorded payment reduces the invoice balance.

Still stuck?

If one of these steps produces an error, search its message or help code. Product questions go to your original purchase support channel.

Related

• Track several jobs for the same customer
• Sample numbers or unfamiliar customers appear
• Save a backup that can restore all your records