Help topic
Running Your Business
Manage customers, jobs, estimates, invoices, payments, and your team.
Running Your Business articles
- Add a customerSave contact and service-address details for jobs, estimates, and invoices.
- Create a jobAdd work for a customer, schedule it now or later, and assign technicians.
- Job statuses and schedule changesUnderstand job states and move eligible work to a different time.
- Cancel or reopen a jobRemove a job from the schedule without deleting its record.
- Create and send an estimateOffer up to three choices, add an optional deposit, and share the private link.
- Send a contract and request a depositShare a standalone signature link and collect a deposit after signing.
- Turn an approved estimate into an invoiceCreate the customer bill from the option they approved.
- Send and manage an invoiceShare a customer pay link and understand every invoice state.
- Record a cash, check, or Zelle paymentUpdate an invoice after a customer pays outside MyExpertPros.
- Set up online card and bank paymentsOwners connect Stripe and check whether customer payments are ready.
- Use Books and connect QuickBooksReview bank activity in Books or connect QuickBooks from accounting settings.
- Invite a teammateSend an email invitation and choose the person's initial role.
- Roles, permissions, and team accessCompare Owner, Dispatcher, and Technician access and update a teammate.
- Use Dispatch, Live View, and time trackingSee the current field team, today's work, and recent location status.
- Business settings and time trackingFind visit, text, financial, team, and account controls.
- Why an optional tool is missingLearn which tools stay hidden until they are enabled for a business.