Create a Cleaning Company Invoice for Inventory Effortlessly

Cleaning company invoice for Inventory

so finally a Home Server application in today's tutorial let's take a look how does the Java works so I'm going to leave you guys a link Down Below in description if you want to start with a free trial this is a great section account helping us to manage our business whether it's a small or a really huge business totally depends on the customers from one place we can do a lot a lot of stops once I I'm actually here into Java we can see that we can receive different requests from our customers whether it'll be on a phone whether that could be on an email and our own website we can create some different quotes so we can send that into our email by text messages or by email code once again to our customers to review and approve the actual quote where you have this schedule you have faster where we can actually schedule different jobs and different times or our calendar and we have of course the invoice of email and text so we can hit the complete on the job to automatically generate The Descent on the invoice so we can receive the money really really easy once we send the invoice using these great great application so what I want to do is to get into get started and once I have created an email on a actual passcode you're going to be asking for setting up your business so here I want to go into my company name choose the company size and here you want to choose the actual company where the industry is for example cleaning green industry high-tech trade and much more in my case I want to focus into let's say into appliance repair and head into next then what tools do you use to stay organized this is to help you to make this a little bit more faster to use to use and easier so you're going to go into the online calendar I want to go into the pen and paper the credit card processors the spreadsheets and heat into next lastly is going to be telling us that we need to choose the option where whether we find about the jobber he wants to impose let's say his YouTube and here I'm going to go into finished now this is totally uh optional but sometimes this offer a limit type offer so the monthly description is going to be appeared in here for only three months in our case I don't want to do this I just want to focus into how does the actual job works so if you want to start working with different quotes with different jobs with different amboys you kind of do that inside the create section for example we have the create part on the very upper side we can create a client a request a quote a job or an invoice so uh in order to get started here if I do have created with just my account and I have imported to my actual company what I want to do is to of course create a client list so what I want to do is to go into clients and here I want to go into create a client now if you have a batch you can import that if you don't have that you have that let's say written into your notes you can just do that manually for example we'd have the client details uh Mr let's say Tom Smith and here you have the company name I'm going to leave this like that and here we have the content details say for example they mainly have their phone number we have the phone number of a work and then we have the automated notifications we have the additional client details I'm going to delete this because it's just an example and we have the property details so after that what you want to do is to go into save your client and your clients you'll be just save it right away and if he should be appearing in here so it's really important to have the property already been added if you have your customers your co-workers your teammates inside the jobber so they can see all the information about the client and they don't have like any questions there so once I do have my clients I want to focus once again into create and here what I want to do is to look out the quote section so I can start creating a quote for a client so if I type here the plus section I can choose one of my clients that appears in here that I just created or you can just click into create new client in my case I want to go with Mr Tom Smith like this I'm going to get into create a property because this is an example of that of course we need to add so I'm going to go into the actual street view let's say that I want to look out for this one I'm gonna go into create my property so the quote for Mr and this is our client's name and here you have the job title let's say for example assistant uh snow something like that and then we have the quote details the quote number the rate opportunity let's go for likely need to track more details on quotes you want to add to custom Fields if you want to track let's say for example the field type of true or false the default view my case I'm going to go into cancel and here what you want to do is to add to your product services so let's go for example the dishwasher repair you want to go into this type of quantity the unity price the total and of course a photo if you want to add that into your quote lastly we have the client message the subtotal if you want to add a discount a text of course and the total amount now if you want to have a required to positive one to add this required deposit let's say for example that I want I mean I need positive five dollars and leave it like that if you want to have your inteller note and attachments you can add it in here and of course you can add your files the legal files PDF files you know that after that hit into save your quote and then we're actually good to go now lastly in my case of course what I want to do if I go into the create job section it's going to be appearing job for the name of the client so here what I can do is to schedule my different jobs and here as you can see I appear to see the calendar so what I want to do is to type once again the client name I'll choose this one and here you have the title and distractions so here into title let's say there's washer and here I have the instructions let's say go to make some repairs and have the job details the job number the quotes here as you can see has one active quote the one that we just created and here I want to scroll all my way down and I want to choose one of these two options if this is a one of Jeff that it only has like one one or more different deposits or this is a contract job with repeating visits if I want to let's say come back every Monday I'm going to head into recurring job and here into the schedule we have this starting date I'm going to type this one and let's say I want to start working into the very first part of February here into times you want to start the time and the end time so for example let's say the 14 PM for 6 P.M repeat let's say weekly on Tuesdays or go into monthly or go into the custom schedule and you want to go in my case I want to go into Mondays only and hit into okay the iteration is only for weeks let's say four the next three weeks and hit into a sign now here lastly we have the team members when we can add different co-workers so we're going to type the exide and get here into create user or just add the one that I just added automatically so if I save this one this one's gonna be added that's going to be sent in an email confirmation so they received this job the information about our actual customer property address and the contact details and of course you're going to be receiving the recurring job that appears here into the schedule so we don't have to actually do anything but just confirming that there's guys received our actual uh job so we're going to go into how do you want your invoice you want to go into per visit or fix it price that's really up to you if you want to focus into one price or different prices and heat into safe job or you can go into saved and create another one or make it or make an email booking confirmation so you can start saving the job and start to schedule your stuff right away if I go into create your invoice as you can see which is really really easy to add different inputs that we can use for in a specific client for example with Mr Tom Smith that we just created a few seconds ago for example here is my invoice for the job that we which is created so select this one hit into next step and then lastly we have the invoice object the inbox details the billing the service the contact and the product so you'll have to use making sure that everything appears right away hitting to save your invoice and then you're actually good to go as you can see there are different stuff that we can create here into the get jobber it's a really really great application that can be helping us to do everything into just one application um the most amazing part is that the inside is going to be appearing into the home part so if I go into the jabber Eddy I can see all my quotes about my job all my invoice and much more go into the view insights and you can see all the tracking that you have generated so far with the project Revenue with that being said guys I think that you are now good to go with the jobber just in case you have any questions you can leave it down below in the comment section thank you so much for watching the video have fun here into the git driver and well I will see you on the next video foreign [Music]