Quotes, jobs and invoices
Send quotes, schedule jobs, and bill your customers.
15 articles
- How do I create and send a quote?Click New quote, pick the customer, add your lines, click Save, then click Email and Send the quote. Taxes add up for you.
- How do I set up my price list?Go to Settings › Catalog, click Add an item, enter a name and a price, then Save. Your items show up under Add from catalog on quotes and invoices.
- How are taxes calculated on quotes and invoices?In Canada, Alori adds GST (5%) and QST (9.975%) on the subtotal, each rounded to the cent. A US app adds no tax.
- How does my customer accept and sign a quote online?Your customer opens the link in the quote email, types their name, signs with a finger or mouse and clicks Accept and sign. The quote turns Accepted.
- How do I follow up on quotes automatically?In Settings › Automatic messages, turn on Quote follow-up and pick the days. A sent quote with no answer gets one reminder with its accept link.
- How do I turn an accepted quote into a job?Accepted quotes wait under To schedule on the Jobs board. Click Pick a date, choose when and who is going, then click Schedule.
- How does a job go from booked to invoiced?A job moves Scheduled, On the way, In progress, Done. One button on the job takes the next step, and the last one makes the invoice.
- How do I assign a job to a technician?Pick the person under Who is going when you schedule the job, or open the job and change Assigned to. They see it in their day right away.
- How do I use the job checklist and photos?Open the job, type a step under To do and tick it when it's done. Click Add photos to take before and after shots from your phone.
- What does my technician see?On their phone, the Dashboard shows today's stops in order, the job happening now in big, with directions, a call button and the next step.
- How do I bill a finished job?Click Invoice on the finished job, or go to Invoices › New invoice and pick the job. The invoice takes the job's price and lines.
- How do I make an invoice without a job?Go to Invoices › New invoice, click Bill something else, without a job, pick the customer, add your lines, then Create the invoice.
- How do I send an invoice or mark it paid?Open the invoice and click Email, then Send the invoice. Your customer can pay by card from the link. Paid another way? Click Mark paid.
- How do I remind customers about unpaid invoices automatically?In Settings › Automatic messages, turn on Unpaid invoice reminder and pick the days. Late invoices get up to 3 reminders, spaced by those days.
- How do I change my payment terms?Go to Settings › Automatic messages and change Payment terms (days). New invoices are due that many days after they're made. It starts at 30.