How to Create a Quote / Work Order/ Invoice in Tirebase.io?
To create an order in tirebase.io simply follow the following steps:
- Click on "Work Orders" located on the left side of the page.
- Click on the blue button that says "+ New"
- Search for a customer by name, phone number or create a new customer. You can also use a generic cash customer for fast creation of a work order.
- Now Add products or services to your work order, the order will automatically save as a quote as you add services or products.
- To save as a work order simply click on the blue button that say's "Save As" and select save as work order. This will convert quote to work order.
- You can also always pay a deposit or finalize the order, when you finalize the order and pay for the total amount this will convert the quote or work order into an invoice.
If you are a visual leaner you can also see a video with the same steps explained.