All Collections
Accountant Training Guide
Accountant Training Guide

This is a great guide for anyone with Accounting Permissions

Corey Powser avatar
Written by Corey Powser
Updated over a week ago

Closing Out Jobs

For a Job to show up as completed you will need to close out the job. This is also your chance to collect any payments you may not have gotten yet.


Reports are used for all information in regards to sales, estimates, reviews, payments, cancelations, and lead sources.

Sales Report will show you reports for all jobs that have been closed out

Estimates Report will show you your reports for all estimates that you have sent out.

Did this answer your question?