Keeping your cash flow strong starts with hassle-free invoicing. In FieldCamp, the process of turning completed jobs into invoices—and delivering them to clients—is fast and straightforward. Here’s a quick guide for users:
Step-by-Step: Creating an Invoice After Job Completion
- Navigate to Clients:
From your FieldCamp dashboard, click on the “Clients” section in the left sidebar. This will show you a list of all your customers. - Select the Customer:
Find and click on the client for whom you need to create the invoice (for example, “Richa”). - Find the Estimate:
Within the client profile, locate and click on the “Estimate” option. Here, you’ll see previously created job estimates. - Generate Invoice in One Click:
Click “More Actions,” then select “Generate Invoice.” FieldCamp will convert the estimate into a ready-to-send invoice. - Save and Send:
Review the invoice, hit “Save,” and send it directly to your client—all within the app.
With FieldCamp, what used to take multiple steps is now streamlined. You can generate and send invoices right after a job is finished, keeping your payments timely and your workflow simple.
No complicated menus, no extra paperwork—just a fast, reliable way to get paid and keep your business running smoothly.