How to Create an Estimate, Quote, or Invoice

Click the "Create New" button in the top right corner of the screen, and select "Certificate, Quote, or Invoice" from the pop-up menu:

Next, you will be asked to select a form. Choose one of Estimate, Quote, or Invoice:

Next, you need to add the record to a job. If you have an existing job, you can search for it here.

Afterwards, click "Next".

​Tip: You can search using a job number, job address, or customer name.

​Haven't yet created a job? →
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You can simply click "New Job" to create a new one. You'll then be asked to provide a customer's name and a job address. You can search for both, or create new ones by clicking on the create new buttons at the bottom:
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If creating a new customer or job address, you'll be prompted to fill out some details. Once finished, please click "Save".
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After selecting or creating a customer and job address, your screen will look like the image below. Please click "Create" to be taken to the invoice, quote, or estimate editor.
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Quotes, estimates, and invoices are all created in the same manner. You'll see all your company information, the customer's details, and the job address already filled by the software.
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From here, you can start adding line items straight away with the "+ Add Item" button:

This opens a pop-up where you can add a description, unit quantity, price, and VAT %, which is set to 20% by default if enabled.
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You will need to do this for each separate line item you add.

Line item templates are a great way to quickly build quotes, estimates, or invoices. Click on the blue "Use Template" button to select one you've previously created.
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If you want to create a new one, simply select "Create new template" from the drop-down list. Give it a template name, description, quantity, price, and VAT % before clicking "Save" and then "Use Template".

When you've finished creating the record, you have a few options

Tap "New Estimate, Quote or Invoice".
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Tap on whichever you would like to create
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Select the job you are creating the record for, or tap "+ Add New Job" to create a new one.
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You will then be taken to the editor:
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​Gas Engineer Software automatically adds your company details, customer info, job address, and some other smaller details to records.
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To add a new line item, click anywhere in the large box or the "+" icon in the top right corner.
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You can also use any pre-saved line item templates by tapping on "Use Template":
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New templates can be added by tapping on "+ Add New Template", giving it a name, quantity, description, unit price, and VAT %.
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When you've finished building your record, there are three options: "Save", "Home", and "Approve".

Tapping "Approve" will bring up this pop-up:
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You can either email the record directly to your customer or preview it before doing so. Tap "Email" and you'll be redirected to this screen:
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Your customer's email will be automatically inputted, and the subject and content of the email are based on your email templates, which you can edit in your settings.
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When you're ready, tap "Send".

Find the Estimate/Quote you would like to convert and open it.
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Click the "Convert Quote to Invoice" button, which can be found on the right-side panel:

Confirm that you are happy to convert the record.
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From here, you can edit, save, or issue the record in the normal way.
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Tap on "Existing Records & Drafts", and then "Quotes".
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Find the quote you want to convert, and tap on it.
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Click "Convert to Invoice" from the pop-up menu:
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Confirm that you are happy to convert the record.
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From here, you can edit, save, or issue the record in the normal way.
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