iOS
Guide for iOS users
44 articles in this collectionBusiness
Setting a default tax rate for all business estimates and invoices
When you set a default tax rate for your business, any new estimate or invoice created for your business will automatically include the same tax rate.Setting your business time zone
Depending on where your business and/or clients are located, you may wish to change the way certain information appears on estimates and invoices.Setting your business language locale
Depending on where your business and/or clients are located, you may wish to change the way certain information appears on estimates and invoices.Setting your business currency
Depending on where your business and/or clients are located, you may wish to change the way certain information appears on estimates and invoices.Customizing your business profile
Learn how to customize your business profile to ensure your estimates and invoices are branded with your company information, including custom logo, team email address, and team phone number.Creating multiple businesses
Some business owners have multiple businesses that they manage. Probuild allows you to keep those businesses separate within the app.How to delete a business account
Learn how to delete your business account from our system.Managing permissions
Customize your business settings to control who has access to what information.Adding extra details to your business profile
Learn how to add extra details, such as a business or tax number, to your business profile. This will ensure that your estimates and invoices contain all of your necessary company information, alongside your name and address.
Users
Delete a user from your business
Learn how to delete a user from your business and block their access to your business information.Add a new user to your business
One of the great things about our product is that it allows you to easily share information with members of your team.Modify your user profile
After creating your probuild account, you may want to change information in your user profile.Modify another user's profile
As an Admin, you may want to change information in a user's your profile after they've been added to your team.
Estimates & Invoices
Recording payments on an invoice and generating receipts
You can track payments made by your client(s) directly on an invoice, allowing you to quickly generate an updated copy that shows payment status and outstanding balance (if any). The updated invoice can be then be sent directly to you client(s). Once the invoice has been paid in full, a copy of the invoice clearly indicating that it has been “fully paid” can be sent to your client(s) for their records.Changing the order of items listed on an estimate or invoice
After line items have been added to an estimate or invoice, you can still change the order in which the items appear to suit your needs.Email tracking
When you send out an estimate or invoice through the Probuild app, you may wonder: Has my customer opened my email yet? Thankfully, our product gives you real-time email status notifications.Adding a markup to an estimate or invoice
There may situations in which you’re required to add a markup to the cost of your labor or materials, but without bringing it to the client’s attention.Adding a discount to an estimate or invoice
Learn how to add a discount to an estimate or invoice.Changing the tax rate on an estimate or invoice
Learn how to change the tax rate on an estimate or invoiceCreate a copy of an estimate or invoice
Learn how to create a copy of an estimate or invoiceIncluding or excluding a customer signature line on an estimate or invoice
By default, estimates and invoices include a customer signature line, but you may want to exclude this information from your estimates or invoices.Customize emails sent with estimates or invoices
Learn how to customize the content of outgoing emails that are sent to your clients when sharing an estimate or invoice through the Probuild app.Create an invoice from an existing estimate
Learn how to convert an estimate into an invoice.Adding a photo to an estimate or invoice
Adding photos to your estimates and invoices can make your estimates more clear, as well as make your company look more professional.
Projects
Edit the project post visibility
When a user creates a new project post, they are given the opportunity to specify who is able to see the post. However, you may want to change the visibility of an existing post at a later date.Edit a project post
Learn how to edit a post you've made within a project feed.Delete a project post
Learn how to delete a post within a project feedDelete a project from your business
Learn how to delete a project from your businessAdd a new estimate or invoice to a project
Projects give you the ability to keep everything for a given project organized in one place. One thing that you can add to a project is an Estimate or Invoice.View project timesheet totals
By having your employees clock in to the appropriate project in the timesheets module, it will allow you to see how much time each employee spends on a given project.Add users to an existing project
After you have created a project, you may wish to add more users to it.
Timesheets
View an employee's timesheet
View an employee's timesheetView location of clocked in users
Employers can view the location of their employees when they are clocked in.Setting your pay period
Some businesses pay their employees weekly, some pay them monthly, and others pay them bi-weekly.Clocking in and out
Learn how to clock in and outEnable timesheet GPS location tracking
If you (or a user in your team) are experiencing difficulty getting Probuild to track their real-time location while clocked in to the timesheets module, there may be an issue with the configuration of your device's location services. This guide will show you how to configure your location services.Exporting timesheet data
Learn how to export timesheet data
Clients
Items
Contracts
Setting a default contract
Do you find yourself frequently adding the same contract to your estimate/invoice? If so, setting a default contract may be helpful. Default contracts are automatically appended to your estimates/invoices.Appending a contract to your estimate or invoice
We make it easy to create professional looking estimates and invoices that include your company's contract terms.Creating a new contract
Appending a contract to the end of your estimates and invoices can make you look more professional and help you win more jobs. Luckily we have streamlined the ability to save contracts that can be appended to your estimates and invoices.Editing an existing contract
You may find the need to edit the content of an existing contract or change its default status. For example, you may wish to set a different default contract that only applies to invoices.