Guide for iOS users44 articles in this collection
Setting a default tax rate for all business estimates and invoicesWhen 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 zoneDepending 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 localeDepending 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 currencyDepending 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 profileLearn 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 businessesSome business owners have multiple businesses that they manage. Probuild allows you to keep those businesses separate within the app.
How to delete a business accountLearn how to delete your business account from our system.
Managing permissionsCustomize your business settings to control who has access to what information.
Adding extra details to your business profileLearn 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.
Delete a user from your businessLearn how to delete a user from your business and block their access to your business information.
Add a new user to your businessOne of the great things about our product is that it allows you to easily share information with members of your team.
Modify your user profileAfter creating your probuild account, you may want to change information in your user profile.
Modify another user's profileAs 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 receiptsYou 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 invoiceAfter 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 trackingWhen 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 invoiceThere 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 invoiceLearn how to add a discount to an estimate or invoice.
Changing the tax rate on an estimate or invoiceLearn how to change the tax rate on an estimate or invoice
Create a copy of an estimate or invoiceLearn how to create a copy of an estimate or invoice
Including or excluding a customer signature line on an estimate or invoiceBy 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 invoicesLearn 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 estimateLearn how to convert an estimate into an invoice.
Adding a photo to an estimate or invoiceAdding photos to your estimates and invoices can make your estimates more clear, as well as make your company look more professional.
Edit the project post visibilityWhen 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 postLearn how to edit a post you've made within a project feed.
Delete a project postLearn how to delete a post within a project feed
Delete a project from your businessLearn how to delete a project from your business
Add a new estimate or invoice to a projectProjects 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 totalsBy 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 projectAfter you have created a project, you may wish to add more users to it.
View an employee's timesheetView an employee's timesheet
View location of clocked in usersEmployers can view the location of their employees when they are clocked in.
Setting your pay periodSome businesses pay their employees weekly, some pay them monthly, and others pay them bi-weekly.
Clocking in and outLearn how to clock in and out
Enable timesheet GPS location trackingIf 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 dataLearn how to export timesheet data
Add a new client to your businessLearn how to manage your client information within the app, helping you stay organized with one centralized customer database.
Add items to your items listLearn how to add items to, and later manage, your list of saved items, so that you can quickly create new estimates and invoices with consistent pricing.
Setting a default contractDo 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 invoiceWe make it easy to create professional looking estimates and invoices that include your company's contract terms.
Creating a new contractAppending 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 contractYou 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.