To cover the basics on how to Create a Bid, please check out that Help Page article here: https://paythepoolman.freshdesk.com/a/solutions/articles/44002639207
This page will take it a step further to assist you in Turning a Bid into an Invoice!
1. From your Company Dashboard, click on BIDS in the black sidebar on the left of your screen.
2. Here you can see the status of whatever bids you've created. You can only TURN A BID INTO AN INVOICE for APPROVED BIDS. So for the sample below, we will look at customer Andre Gide with an APPROVED BID.
3. Next, go directly to the customer's profile and click on BIDS:
4. Here, you'll click on the THREE BLUE DOTS under ACTION which will open a drop down menu, giving you the option to CREATE INVOICE FROM BID.
5. Here, you can ADD an ITEM, add a NOTE, along with several action options on the right side of the screen.
Be sure to check out our other Help Pages and our YouTube Channel with over 100 videos and tutorials!
Here's the link: https://www.youtube.com/@Paythepoolman
If you have any other question or need further assistance you can reach out to our Support Team at support@paythepoolman.com or (951) 234 5166.
Office hours: Mon-Fri 8AM to 4PM EST| 5AM to 1PM PST
Have a nice day!