- When a vendor submits a quotation, the bell shows a notification. Tap it to open the job.
- Under Vendor Assignment, review the line items, terms, validity date and attachments.
- Press Approve to accept, or Revise and write what should change. The vendor updates the same quotation.
- When the work is done the vendor submits an invoice from their link. Only one invoice is allowed per job.
- Under Invoices in the job, tap Record Payment when you pay. The status changes to Partial or Paid.
- Watch the green timeline at the top of the job move to Payment Done.
Tip: The dashboard cards Total billed, Paid and Balance due open the invoice lists behind each number.