How Do I Send a PDF of the Quote To a Customer?
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ServiceM8 Quote and Invoicing Templates
ServiceM8 Quote and Invoicing Templates ServiceM8 have templates that you can use for quoting and invoicing. If you are using Burdi, you can decide how much information your customers see by using the templates feature in ServiceM8. Watch the video ...Will I still get my invoices in my inbox if my supplier sends them straight to Burdi?
Will I still get my invoices in my inbox if my supplier sends them straight to Burdi? Yes! You do have the option for Burdi to send a copy of every file/PDF that is imported to your designated email address if you choose. Of course, Burdi stores all ...How do I send Materials to ServiceM8 Quotes Without Pricing?
Sending Materials to ServiceM8 Quotes Without Pricing Sometimes when preparing quotes in ServiceM8, you may want to list materials on the job for reference, but you don’t want them to display with pricing or impact the overall job total. This keeps ...How do I edit Quote/PO Request Default Special Instructions?
How do I edit Quote/PO Request Default Special Instructions? Got any questions? Call us at 1800 223 532 or send us an email at support@burdi.com.au if you require support.Why Did Burdi Send Materials to the Job with a $0 Sell Price?
Why Did Burdi Send Materials to the Job with a $0 Sell Price? If you’ve noticed materials being pushed from Burdi into ServiceM8 with a $0 sell price, the most likely reason is that the job category is set to “Quoted.” This is not an error — it’s an ...