Documents and payments

Create clean estimates and invoices from the job record.

850 Work creates estimates, invoices, contracts, receipts, and warranty documents with customer details, service location, line items, labor, notes, totals, and PDF output. The same generated PDF can be previewed and attached through the outbound Email Center.

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Document workflow

Keep the customer-facing document and internal numbers straight

Separate job details

Keep the job description, customer concerns, and internal/service notes in separate fields so each detail appears where intended.

Parts and labor

Add quantity, client price, internal actual cost, labor hours, labor rate, and internal technician cost without turning labor into inventory.

Warranty choices

Choose the warranty language that belongs on the document and hide a zero-year labor warranty instead of printing it.

Generated PDF

Use the document renderer for a consistent header, half-inch print margins, page-aware sections, totals, and signatures.

Email preview

Auto-fill the customer email, subject, message template, related record, and generated PDF before sending.

Status and follow-up

Filter and sort documents, identify overdue balances, mark payments, and prepare friendly payment reminders.

Product example

The PDF and email use the same source document

850 Work documents view with filters and demo invoices — Find active, unpaid, past-due, paid, and archived documents without losing the full list.

850 Work outbound invoice email preview with a generated PDF attachment — Preview the recipient, subject, message, related invoice, and attached generated PDF.

Less retyping

Let invoice items build the parts catalog

When a new non-labor item is added to a document, the user can save its category, actual cost, client price, starting quantity, and on-hand amount into inventory. Previously used items can then be found with quick-add search.

Labor stays separate: labor contributes to job cost and profit reporting but is not stocked as a part.
Internal cost stays private: customer PDFs show the customer price, not the company's private actual cost.
Inventory remains deliberate: users can choose whether a new line item should be learned into the catalog.

Direct answers

Frequently asked questions

Can 850 Work create both estimates and invoices?

Yes. The documents area supports estimates, invoices, contracts, receipts, and warranty records with PDF output.

Does the customer see the company's actual part cost?

No. Internal actual cost is used for business reporting and is not printed as the customer price on the document.

Can an invoice PDF be emailed from 850 Work?

Yes. The outbound Email Center can reuse the generated document PDF, load the matching template, and show a preview before sending.

Keep exploring

Try 850 Work with sample data first.

The demo does not require a credit card. Full access is managed from inside the app.

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