How to create an invoice in the field

Begin by following the steps to create an invoice in the field. If you are unsure how to generate a proposal in the field, click here

Once the proposal is created (proposed corrections, line items, and/or sales tax have been added), you will see the proposal with a total price on the screen. 

>>>Please note: It is important you indicate that you performed the work onsite when adding items to the proposal. Tap the green toggle, in addition to adding the checkmark, to indicate work was done onsite. 

To send this back to the office as an Invoice, tap the toggle next to Generate Invoice.

>>>The toggle will turn from white to green

Gather a signature (if applicable) and send back with the inspection as normal