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Francois Jullien

Useful tips

With the current system in place, you will need a signed contract to start invoicing your client. However, you can easily make it happen in less than a minute without requiring your client to sign anything. Here is how to proceed:

How to send an invoice without a signed contract?

Although the system does not allow you to edit or cancel a signed contract for legal reasons, you can still work around this by using change orders or by re-creating the project for the same client.

How to cancel or edit a signed contract?

How to transfer your clients and projects into Billdr PRO?

Data transfer

How to transfer your clients and cost catalog from Buildertrend to Billdr PRO?

How to transfer your clients and cost catalog from QuickBooks to Billdr PRO?

How to transfer your clients and cost catalog from Excel and Word to Billdr PRO?

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