We created Streamtime with automation in mind, and in light of this have simplified the quoting & invoicing process. Create quotes form the job plan, select items & expenses and tweak the numbers to your liking. You won’t believe it, but when it comes to billing, its even simpler! In this session Tess & I will take you through some good-practice quoting & invoicing techniques.
- How create quotes from the job plan
- How to customise quote templates
- How to invoice based on the job plan, the quote or the time & materials
P.S. We might even have something special to show you 🎁