How can I set up notifications when an estimate is sold, the job gets booked, and apply a discount to a job or invoice?

Problem

Users need to receive notifications when estimates are sold and jobs are booked. They also need to understand how invoices are created and sent to customers. Additionally, they need to know how to apply discounts to sold jobs that weren't included in the original estimate.

Solution

Follow the steps below to solve the issue.

Set up notifications for sold estimates

1. Go to the top toolbar and click Settings .

2. In the side panel, click Integrations > Alerts.

3. Click Add to create a new alert. For more, see Use alerts.

4. Select the Customer Signed Online Estimate type from the dropdown menu.

5. Select your delivery method as Email and SMS.

6. Add recipients who should receive notifications.

7. Select business unit, priority, technician, and team preferences if needed. 

8. Click Save.

Set up notifications for booked jobs

1. Go to the top toolbar and click Settings .

2. In the side panel, click Integrations > Alerts.

3. Click Add to create a new alert. For more, see Use alerts.

4. Select the Booked Job type from the dropdown menu.

5. Select your delivery method as Email and SMS.

6. Add recipients who should receive notifications.

7. Select business unit, priority, technician, and team preferences if needed.

8. Click Save.

Set up invoice copy notifications

1. Ask your administrator to go to the top toolbar and click Settings .

2. In the side panel, click Invoicing > Email.

3. Click the Invoice tab.

4. Add your email address to the BCC field. 

5. Click Save.

Apply discounts to invoices

1. Go to the navigation bar and click Pricebook.

2. Click Discounts and Fees.

3. Create a new discount entry.

4. Open the invoice you want to add a task to.

5. Click Add a task.

6. Search for and enter the discount name. 

7. When finished, click Save.