Business Operations: Estimates, Jobs, and Invoices
Overview of business operations features in Local Business Pro. Manage quotes, work orders, and billing.
Quick Answer: Business Operations includes creating estimates, managing jobs, sending invoices, tracking payments, and managing equipment. Everything flows from estimate to payment.
Operations Features
- Estimates - Create and send professional quotes
- Jobs - Manage work orders and scheduling
- Invoices - Bill customers and collect payment
- Transactions - Track all payment activity
- Equipment - Track your business equipment
Frequently Asked Questions
Q: Can I convert estimates to jobs?
A: Yes, approved estimates convert with one click.
Bizzy Can Do This For You
Instead of doing this manually, just tell Bizzy:
"What operations features are there?"Tags:
Was this article helpful?
Related Articles
How Estimates, Jobs, and Invoices Connect
Understand the relationship between estimates, jobs, and invoices in Local Business Pro. Data flows forward.
Logo Not Appearing on Documents? Upload Requirements
Fix missing logos on estimates and invoices by checking upload requirements and file format in Local Business Pro.
Understanding Your Dashboard
Learn what each section of your dashboard shows and how to use it to monitor your business at a glance.
Last updated: February 1, 2025