Easy Truck Shop

This article shows you how to build and send an estimate in EasyTruckShop so your customer knows exactly what to expect.

How to Create and Send an Estimate

This guide shows you how to turn an approved estimate into an active service work order in EasyTruckShop.

How to Convert an Estimate to a Service

This article shows you how to finalize an invoice in EasyTruckShop so you can complete the billing process and get paid.

How To Finalize an Invoice

This guide shows you how to take a full or partial payment on an invoice in EasyTruckShop and keep your balances up to date.

How to Accept a Full or Partial Payment

This guide explains how your customers can review and approve services or estimates online through EasyTruckShop.

How Customers Approve Services or Estimates Online

This guide shows you how to add or manage payment methods your shop accepts in EasyTruckShop.

How to Add Payment Methods

How to Process a Refund

How to Process a Credit Memo

When you work with a customer in EasyTruckShop, there are two separate things you can send them — an estimate and an authorization request. These are completely different emails with…

What Does the Customer See? (Estimates & E-Signature Authorization)

EasyTruckShop supports two ways to bill for labor: flat rate and time-based (hourly). This article explains how each works and when to use them.

Flat Rate vs Time-Based Billing: Which One Should I Use?

Derek Batishev

Estimates & Payments

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