Essential guides for setting up and using Notifi to manage your field service business from customer contact to payment.
Learn how to add, edit, and organize customer information. Understand customer statuses, link contacts to jobs or invoices, and maintain a clean database for smooth communication and reporting.
Step-by-step guide to building and sending estimates. Covers templates, line items, discounts, taxes, and tracking approvals so you can convert quotes into jobs faster.
Everything about scheduling and managing active work. Includes assigning technicians, tracking progress, adding notes, photos, and materials, and updating job statuses in real time.
How to generate and manage invoices. Learn to convert completed jobs into invoices, adjust line items, apply taxes or discounts, and track overdue balances.
Set up and manage payment collection. Includes accepting credit cards or ACH, tracking payment status, handling refunds, and syncing with accounting tools like QuickBooks.
Learn how to plan the most efficient routes for your field teams. Covers setting technician starting points, grouping nearby jobs, minimizing drive time, and using live map views to update routes in real time for better scheduling and fuel efficiency.
A collection of additional tools and settings that enhance your workflow. Includes advanced configurations, integrations, notifications, and other features that don’t fall under core modules like jobs or invoices.
Set up call flow to route calls to different team members