# Essential ## Docs - [Essential Documentation](https://learn.withessential.com/readme.md) - [Getting Started](https://learn.withessential.com/getting-started/getting-started.md) - [Admin setup checklist](https://learn.withessential.com/getting-started/getting-started/admin-setup-checklist.md) - [Standard Training Path](https://learn.withessential.com/getting-started/getting-started/standard-training-path.md) - [Common Workflows](https://learn.withessential.com/getting-started/getting-started/common-workflows.md) - [Complete guided business onboarding](https://learn.withessential.com/getting-started/getting-started/complete-guided-business-onboarding.md) - [Review imported billing data](https://learn.withessential.com/getting-started/getting-started/review-imported-billing-data.md) - [Contact Essential for setup changes](https://learn.withessential.com/getting-started/getting-started/contact-essential-for-setup-changes.md) - [Feature availability and setup](https://learn.withessential.com/getting-started/getting-started/feature-availability-and-setup.md) - [Use to-do notes from any page](https://learn.withessential.com/getting-started/getting-started/use-to-do-notes-from-any-page.md) - [What's New](https://learn.withessential.com/getting-started/getting-started/whats-new.md) - [Maintenance notices](https://learn.withessential.com/getting-started/getting-started/maintenance-notices.md) - [Customers](https://learn.withessential.com/customers-and-work/customers.md) - [See and browse all your customers](https://learn.withessential.com/customers-and-work/customers/see-and-browse-all-your-customers.md) - [Create a customer](https://learn.withessential.com/customers-and-work/customers/create-a-customer.md) - [What the customer page shows](https://learn.withessential.com/customers-and-work/customers/what-the-customer-page-shows.md) - [Set customer billing (payment terms, tax exempt, autopay)](https://learn.withessential.com/customers-and-work/customers/set-a-customers-billing-profile-payment-terms-tax-exempt-autopay.md) - [Turning on Customer Portal access for a customer](https://learn.withessential.com/customers-and-work/customers/turning-on-customer-portal-access-for-a-customer.md) - [Saving a customer's payment methods](https://learn.withessential.com/customers-and-work/customers/saving-a-customers-payment-methods.md) - [Making a customer active or inactive](https://learn.withessential.com/customers-and-work/customers/making-a-customer-active-or-inactive.md) - [Merge or split customer accounts](https://learn.withessential.com/customers-and-work/customers/merge-or-split-customer-accounts.md) - [Properties](https://learn.withessential.com/customers-and-work/properties.md) - [Common property questions](https://learn.withessential.com/customers-and-work/properties/common-property-questions.md) - [See and browse all your properties](https://learn.withessential.com/customers-and-work/properties/see-and-browse-all-your-properties.md) - [Create a property](https://learn.withessential.com/customers-and-work/properties/create-a-property.md) - [What the property page shows](https://learn.withessential.com/customers-and-work/properties/what-the-property-page-shows.md) - [Add or manage contacts on a property](https://learn.withessential.com/customers-and-work/properties/add-or-manage-contacts-on-a-property.md) - [Set a property's access info and notes](https://learn.withessential.com/customers-and-work/properties/set-a-propertys-access-info-and-notes.md) - [See a property's equipment and asset groups](https://learn.withessential.com/customers-and-work/properties/see-a-propertys-equipment-and-asset-groups.md) - [Use Customer Billing or set Property Billing](https://learn.withessential.com/customers-and-work/properties/property-billing-profile-the-customer-default-or-its-own.md) - [Making a property active or inactive](https://learn.withessential.com/customers-and-work/properties/making-a-property-active-or-inactive.md) - [Move a property to another customer](https://learn.withessential.com/customers-and-work/properties/move-a-property-to-another-customer.md) - [Adding an asset group to a property](https://learn.withessential.com/customers-and-work/properties/adding-an-asset-group-to-a-property.md) - [Property files and who can see them](https://learn.withessential.com/customers-and-work/properties/property-files-and-who-can-see-them.md) - [Contacts](https://learn.withessential.com/customers-and-work/contacts.md) - [See and browse all your contacts](https://learn.withessential.com/customers-and-work/contacts/see-and-browse-all-your-contacts.md) - [Creating a contact](https://learn.withessential.com/customers-and-work/contacts/creating-a-contact.md) - [What the contact page shows](https://learn.withessential.com/customers-and-work/contacts/what-the-contact-page-shows.md) - [Contact roles explained](https://learn.withessential.com/customers-and-work/contacts/contact-roles-explained.md) - [Edit a contact's details, or where their roles live](https://learn.withessential.com/customers-and-work/contacts/edit-a-contacts-details-or-where-their-roles-live.md) - [Give a contact access to the customer portal](https://learn.withessential.com/customers-and-work/contacts/give-a-contact-access-to-the-customer-portal.md) - [Scheduling](https://learn.withessential.com/customers-and-work/scheduling.md) - [Common scheduling questions](https://learn.withessential.com/customers-and-work/scheduling/common-scheduling-questions.md) - [Why can't I schedule a visit here? Inactive customer or property](https://learn.withessential.com/customers-and-work/scheduling/why-cant-i-schedule-a-visit-here-inactive-customer-or-property.md) - [See and manage your schedule](https://learn.withessential.com/customers-and-work/scheduling/see-and-manage-your-schedule.md) - [Switch how the schedule is shown](https://learn.withessential.com/customers-and-work/scheduling/switch-how-the-schedule-is-shown-week-month-map.md) - [Create a new visit](https://learn.withessential.com/customers-and-work/scheduling/create-a-new-visit.md) - [Review visit checks](https://learn.withessential.com/customers-and-work/scheduling/review-visit-checks.md) - [Work with the scheduling backlog](https://learn.withessential.com/customers-and-work/scheduling/work-with-the-scheduling-backlog.md) - [Let technicians schedule backlog visits](https://learn.withessential.com/customers-and-work/scheduling/let-technicians-schedule-backlog-visits.md) - [Create visits for many properties at once](https://learn.withessential.com/customers-and-work/scheduling/create-visits-for-many-properties-at-once.md) - [Schedule, reschedule, or reassign a visit](https://learn.withessential.com/customers-and-work/scheduling/schedule-reschedule-or-reassign-a-visit.md) - [Drag and drop to schedule, move, reassign, and handle conflicts](https://learn.withessential.com/customers-and-work/scheduling/drag-and-drop-to-schedule-move-reassign-and-handle-conflicts.md) - [Send a visit reminder to a customer](https://learn.withessential.com/customers-and-work/scheduling/send-a-visit-reminder-to-a-customer.md) - [Draft visits and releasing them to the team](https://learn.withessential.com/customers-and-work/scheduling/draft-visits-and-releasing-them-to-the-team.md) - [Deleting a scheduled visit is permanent](https://learn.withessential.com/customers-and-work/scheduling/deleting-a-scheduled-visit-is-permanent.md) - [Add work orders (visit types) and contacts with reminders to a visit](https://learn.withessential.com/customers-and-work/scheduling/add-work-orders-visit-types-and-contacts-with-reminders-to-a-visit.md) - [Exact time vs. estimated, duration, technician count, and due date](https://learn.withessential.com/customers-and-work/scheduling/exact-time-vs-estimated-duration-technician-count-and-due-date.md) - [Filter and sort the backlog](https://learn.withessential.com/customers-and-work/scheduling/filter-and-sort-the-backlog.md) - [Reserve inventory, flag expected asset group inspections, and two kinds of notes](https://learn.withessential.com/customers-and-work/scheduling/reserve-inventory-flag-expected-asset-inspections-and-two-kinds-of-notes.md) - [See technician status from the office: clocked in, en route, and ETA](https://learn.withessential.com/customers-and-work/scheduling/see-technician-status-from-the-office-clocked-in-en-route-and-eta.md) - [See technicians on the map with live GPS](https://learn.withessential.com/customers-and-work/scheduling/see-technicians-on-the-map-with-live-gps.md) - [Set a visit's arrival window](https://learn.withessential.com/customers-and-work/scheduling/set-a-visits-arrival-window.md) - [Scheduling overview](https://learn.withessential.com/customers-and-work/scheduling/scheduling-overview.md) - [Schedule multi-technician visits](https://learn.withessential.com/customers-and-work/scheduling/schedule-multi-technician-visits.md) - [Resolve scheduling conflicts](https://learn.withessential.com/customers-and-work/scheduling/resolve-scheduling-conflicts.md) - [Remove a commute from the schedule](https://learn.withessential.com/customers-and-work/scheduling/remove-a-commute-from-the-schedule.md) - [Use the scheduling map and technician status](https://learn.withessential.com/customers-and-work/scheduling/use-the-scheduling-map-and-technician-status.md) - [Customer notifications for scheduled visits](https://learn.withessential.com/customers-and-work/scheduling/customer-notifications-for-scheduled-visits.md) - [Schedule technician time off](https://learn.withessential.com/customers-and-work/scheduling/schedule-technician-time-off.md) - [Scheduling rules for past and active visits](https://learn.withessential.com/customers-and-work/scheduling/scheduling-rules-for-past-and-active-visits.md) - [Jobs](https://learn.withessential.com/customers-and-work/jobs.md) - [What is a job, and how does the Jobs list work?](https://learn.withessential.com/customers-and-work/jobs/what-is-a-job-and-how-does-the-jobs-list-work.md) - [The job detail page: what it shows](https://learn.withessential.com/customers-and-work/jobs/the-job-detail-page-what-it-shows.md) - [Link quotes and invoices to a job](https://learn.withessential.com/customers-and-work/jobs/link-quotes-and-invoices-to-a-job.md) - [Job inventory: reserved vs used parts, transfers, and shortages](https://learn.withessential.com/customers-and-work/jobs/job-inventory-reserved-vs-used-parts-transfers-and-shortages.md) - [Job Costing on a job: revenue, costs, and margin](https://learn.withessential.com/customers-and-work/jobs/job-costing-on-a-job.md) - [Add manual revenue or a manual labor entry to a job](https://learn.withessential.com/customers-and-work/jobs/add-manual-revenue-or-labor-to-a-job.md) - [Recurring service completions on a job](https://learn.withessential.com/customers-and-work/jobs/recurring-service-completions-on-a-job.md) - [Clock in and clock out records on a job](https://learn.withessential.com/customers-and-work/jobs/clock-in-and-clock-out-records-on-a-job.md) - [Edit a technician's clock in or clock out](https://learn.withessential.com/customers-and-work/jobs/edit-a-technicians-clock-in-or-clock-out.md) - [Why can't I delete a job?](https://learn.withessential.com/customers-and-work/jobs/why-cant-i-delete-a-job.md) - [Work acknowledgments on a job](https://learn.withessential.com/customers-and-work/jobs/work-acknowledgments-on-a-job.md) - [Send a Job Summary](https://learn.withessential.com/customers-and-work/jobs/send-a-job-summary.md) - [Quotes](https://learn.withessential.com/revenue/quotes.md) - [Common quote questions](https://learn.withessential.com/revenue/quotes/common-quote-questions.md) - [See and browse all your quotes](https://learn.withessential.com/revenue/quotes/see-and-browse-all-your-quotes.md) - [Create a quote](https://learn.withessential.com/revenue/quotes/create-a-quote.md) - [See property, customer, and deficiency context while quoting or invoicing](https://learn.withessential.com/revenue/quotes/see-context-while-quoting-or-invoicing.md) - [Set quote validity and reactivate an expired quote](https://learn.withessential.com/revenue/quotes/set-quote-validity-and-reactivate-an-expired-quote.md) - [Create a quote from a job task](https://learn.withessential.com/revenue/quotes/create-a-quote-from-a-job-task.md) - [Add a line item to a quote](https://learn.withessential.com/revenue/quotes/add-a-line-item-to-a-quote.md) - [Group line items on a quote or invoice](https://learn.withessential.com/revenue/quotes/group-line-items-on-a-quote-or-invoice.md) - [Link a job to a quote and pull in billable items](https://learn.withessential.com/revenue/quotes/link-a-job-to-a-quote-and-pull-in-billable-items.md) - [Apply a discount to a quote](https://learn.withessential.com/revenue/quotes/apply-a-discount-to-a-quote.md) - [Set terms and conditions on a quote](https://learn.withessential.com/revenue/quotes/set-terms-and-conditions-on-a-quote.md) - [Custom fields and PO numbers on quotes and invoices](https://learn.withessential.com/revenue/quotes/custom-fields-and-po-numbers-on-quotes-and-invoices.md) - [Format descriptions and terms with rich text](https://learn.withessential.com/revenue/quotes/format-descriptions-and-terms-with-rich-text.md) - [Sales tax on a quote](https://learn.withessential.com/revenue/quotes/sales-tax-on-a-quote.md) - [Send a quote to a customer](https://learn.withessential.com/revenue/quotes/send-a-quote-to-a-customer.md) - [How a customer reviews and signs a quote](https://learn.withessential.com/revenue/quotes/how-a-customer-reviews-and-signs-a-quote.md) - [Quote statuses and lifecycle](https://learn.withessential.com/revenue/quotes/quote-statuses-and-lifecycle.md) - [Turn a signed quote into an invoice](https://learn.withessential.com/revenue/quotes/turn-a-signed-quote-into-an-invoice.md) - [Why can't I save a quote?](https://learn.withessential.com/revenue/quotes/why-cant-i-save-a-quote.md) - [Why can't I send a quote?](https://learn.withessential.com/revenue/quotes/why-cant-i-send-a-quote.md) - [Why can't I edit a quote?](https://learn.withessential.com/revenue/quotes/why-cant-i-edit-a-quote.md) - [Attach a file to a quote](https://learn.withessential.com/revenue/quotes/attach-a-file-to-a-quote.md) - [Custom pricing on quote line items](https://learn.withessential.com/revenue/quotes/custom-pricing-on-quote-line-items.md) - [Filter quotes by status](https://learn.withessential.com/revenue/quotes/filter-quotes-by-status.md) - [Generate a quote draft with AI](https://learn.withessential.com/revenue/quotes/generate-a-quote-draft-with-ai.md) - [Void a quote, resend it, or view what the customer sees](https://learn.withessential.com/revenue/quotes/void-a-quote-resend-it-or-view-what-the-customer-sees.md) - [Quote outreach task folders and follow-up](https://learn.withessential.com/revenue/quotes/quote-outreach-task-folders-and-follow-up.md) - [Invoices](https://learn.withessential.com/revenue/invoices.md) - [Common invoice questions](https://learn.withessential.com/revenue/invoices/common-invoice-questions.md) - [See and browse all your invoices](https://learn.withessential.com/revenue/invoices/see-and-browse-all-your-invoices.md) - [Create an invoice](https://learn.withessential.com/revenue/invoices/create-an-invoice.md) - [Create an invoice from a job](https://learn.withessential.com/revenue/invoices/create-an-invoice-from-a-job.md) - [Link a job to an invoice and pull in billable items](https://learn.withessential.com/revenue/invoices/link-a-job-to-an-invoice-and-pull-in-billable-items.md) - [Add a line item to an invoice](https://learn.withessential.com/revenue/invoices/add-a-line-item-to-an-invoice.md) - [Apply a discount to an invoice](https://learn.withessential.com/revenue/invoices/apply-a-discount-to-an-invoice.md) - [Set payment terms and the due date on an invoice](https://learn.withessential.com/revenue/invoices/set-payment-terms-and-the-due-date-on-an-invoice.md) - [Put a customer purchase order on an invoice](https://learn.withessential.com/revenue/invoices/put-a-customer-purchase-order-on-an-invoice.md) - [Send an invoice to a customer](https://learn.withessential.com/revenue/invoices/send-an-invoice-to-a-customer.md) - [Record a payment on an invoice](https://learn.withessential.com/revenue/invoices/record-a-payment-on-an-invoice.md) - [Bulk actions on invoices](https://learn.withessential.com/revenue/invoices/bulk-actions-on-invoices.md) - [Charge a customer's saved card for an invoice](https://learn.withessential.com/revenue/invoices/charge-a-customers-saved-card-for-an-invoice.md) - [Invoice statuses and what each one means](https://learn.withessential.com/revenue/invoices/invoice-statuses-and-what-each-one-means.md) - [Filter invoices by status](https://learn.withessential.com/revenue/invoices/filter-invoices-by-status.md) - [Read the aging report on the Invoices page](https://learn.withessential.com/revenue/invoices/read-the-aging-report-on-the-invoices-page.md) - [Attach files or reports to an invoice](https://learn.withessential.com/revenue/invoices/attach-files-or-reports-to-an-invoice.md) - [Can I reverse a payment I recorded?](https://learn.withessential.com/revenue/invoices/can-i-reverse-a-payment-i-recorded.md) - [Filter invoices by aging or source](https://learn.withessential.com/revenue/invoices/filter-invoices-by-aging-or-source.md) - [How your customer pays an invoice online](https://learn.withessential.com/revenue/invoices/how-your-customer-pays-an-invoice-online.md) - [Mark an invoice as uncollectible (write off the balance)](https://learn.withessential.com/revenue/invoices/mark-an-invoice-as-uncollectible-write-off-the-balance.md) - [Receipts, Finalize Without Sending, and Resend](https://learn.withessential.com/revenue/invoices/receipts-finalize-without-sending-and-resend.md) - [Refunds: what the app can and can't do](https://learn.withessential.com/revenue/invoices/refunds-what-the-app-can-and-cant-do.md) - [Run the Tax Remittance Report](https://learn.withessential.com/revenue/invoices/run-the-tax-remittance-report.md) - [Void an invoice (and reopening a voided one)](https://learn.withessential.com/revenue/invoices/void-an-invoice-and-reopening-a-voided-one.md) - [Why can't I edit an invoice?](https://learn.withessential.com/revenue/invoices/why-cant-i-edit-an-invoice.md) - [Why can't I save an invoice?](https://learn.withessential.com/revenue/invoices/why-cant-i-save-an-invoice.md) - [Why can't I send an invoice?](https://learn.withessential.com/revenue/invoices/why-cant-i-send-an-invoice.md) - [Subscriptions](https://learn.withessential.com/revenue/subscriptions.md) - [See and browse your subscriptions (the Subscriptions page)](https://learn.withessential.com/revenue/subscriptions/see-and-browse-your-subscriptions-the-subscriptions-page.md) - [Create a subscription for recurring invoices](https://learn.withessential.com/revenue/subscriptions/create-a-subscription-for-recurring-invoices.md) - [Generate a subscription draft with AI](https://learn.withessential.com/revenue/subscriptions/generate-a-subscription-draft-with-ai.md) - [Auto-charge vs manual billing on a subscription](https://learn.withessential.com/revenue/subscriptions/auto-charge-vs-manual-billing-on-a-subscription.md) - [Subscription billing, status, and activating, pausing, or canceling](https://learn.withessential.com/revenue/subscriptions/subscription-billing-status-and-activating-pausing-or-canceling.md) - [A subscription's generated invoices and metrics](https://learn.withessential.com/revenue/subscriptions/a-subscriptions-generated-invoices-and-metrics.md) - [Do I need Stripe for recurring invoices?](https://learn.withessential.com/revenue/subscriptions/do-i-need-stripe-for-recurring-invoices.md) - [What the subscription page shows](https://learn.withessential.com/revenue/subscriptions/what-the-subscription-page-shows.md) - [Mobile App](https://learn.withessential.com/field-operations/mobile.md) - [Common mobile questions](https://learn.withessential.com/field-operations/mobile/common-mobile-questions.md) - [Sign in and navigate the mobile app](https://learn.withessential.com/field-operations/mobile/sign-in-and-navigation.md) - [See your visits in the mobile app](https://learn.withessential.com/field-operations/mobile/see-your-visits.md) - [Schedule an open visit from the mobile app](https://learn.withessential.com/field-operations/mobile/schedule-an-open-visit.md) - [Open a visit in the mobile app](https://learn.withessential.com/field-operations/mobile/open-a-visit.md) - [Use On My Way, Clock In, and Clock Out](https://learn.withessential.com/field-operations/mobile/on-my-way-clock-in-clock-out.md) - [Track and submit your timecard on mobile](https://learn.withessential.com/field-operations/mobile/track-and-submit-your-timecard.md) - [Use documents in the mobile app](https://learn.withessential.com/field-operations/mobile/open-shared-documents.md) - [Look up pricing on mobile](https://learn.withessential.com/field-operations/mobile/look-up-pricing.md) - [Add a visit summary on mobile](https://learn.withessential.com/field-operations/mobile/add-a-visit-summary.md) - [Complete services and invoice items on mobile](https://learn.withessential.com/field-operations/mobile/complete-services-and-invoice-items.md) - [Add files, notes, and access info on mobile](https://learn.withessential.com/field-operations/mobile/add-files-notes-and-access-info.md) - [Add and name photos in the mobile app](https://learn.withessential.com/field-operations/mobile/add-and-name-photos.md) - [Mark up a photo or PDF on mobile](https://learn.withessential.com/field-operations/mobile/mark-up-a-photo-on-mobile.md) - [Fill inspection reports on mobile](https://learn.withessential.com/field-operations/mobile/fill-inspection-reports.md) - [Create and send quotes and invoices on mobile](https://learn.withessential.com/field-operations/mobile/create-and-send-quotes-and-invoices.md) - [Swipe to pass or fail assets on mobile](https://learn.withessential.com/field-operations/mobile/swipe-to-pass-or-fail-assets.md) - [Create a work acknowledgment on mobile](https://learn.withessential.com/field-operations/mobile/create-a-work-acknowledgment.md) - [Record and upload videos on mobile](https://learn.withessential.com/field-operations/mobile/record-and-upload-videos.md) - [Work offline and sync mobile changes](https://learn.withessential.com/field-operations/mobile/work-offline-and-sync.md) - [Work a visit with multiple technicians on mobile](https://learn.withessential.com/field-operations/mobile/multiple-technicians-on-mobile.md) - [Mobile troubleshooting](https://learn.withessential.com/field-operations/mobile/mobile-troubleshooting.md) - [Inspection Reports](https://learn.withessential.com/field-operations/inspection-reports.md) - [Common inspection report questions](https://learn.withessential.com/field-operations/inspection-reports/common-inspection-report-questions.md) - [See and browse your inspection reports (the Inspection Reports page)](https://learn.withessential.com/field-operations/inspection-reports/see-and-browse-your-inspection-reports-the-inspection-reports-page.md) - [Create an inspection report from the office](https://learn.withessential.com/field-operations/inspection-reports/create-an-inspection-report-from-the-office.md) - [What the inspection report page shows](https://learn.withessential.com/field-operations/inspection-reports/what-the-inspection-report-page-shows.md) - [The field types you fill in on a report](https://learn.withessential.com/field-operations/inspection-reports/the-field-types-you-fill-in-on-a-report.md) - [Record parts, labor, and items](https://learn.withessential.com/field-operations/inspection-reports/record-parts-labor-and-items.md) - [Fill repeatable list sections on an inspection report](https://learn.withessential.com/field-operations/inspection-reports/fill-repeatable-list-sections.md) - [Require a service completion date, and mark a service N/A](https://learn.withessential.com/field-operations/inspection-reports/require-a-service-completion-date-and-mark-a-service-not-applicable.md) - [Marking Fail and recording a deficiency while filling a report](https://learn.withessential.com/field-operations/inspection-reports/marking-fail-and-recording-a-deficiency-while-filling-a-report.md) - [Save a draft and publish an inspection report](https://learn.withessential.com/field-operations/inspection-reports/save-a-draft-and-publish-an-inspection-report.md) - [While your report's PDF is generating](https://learn.withessential.com/field-operations/inspection-reports/while-your-report-pdf-is-generating.md) - [Download or email an inspection report](https://learn.withessential.com/field-operations/inspection-reports/download-or-email-an-inspection-report.md) - [Answer a question on many inspection assets at once](https://learn.withessential.com/field-operations/inspection-reports/answer-a-question-on-many-inspection-assets-at-once.md) - [Can I move an inspection report to another customer or property?](https://learn.withessential.com/field-operations/inspection-reports/can-i-move-an-inspection-report-to-another-customer-or-property.md) - [Duplicate an inspection report](https://learn.withessential.com/field-operations/inspection-reports/duplicate-an-inspection-report.md) - [Delete an inspection report](https://learn.withessential.com/field-operations/inspection-reports/delete-an-inspection-report.md) - [Working with the assets on an inspection report (bulk pass, skip, delete)](https://learn.withessential.com/field-operations/inspection-reports/working-with-the-assets-on-an-inspection-report-bulk-pass-skip-delete.md) - [Publish and email inspection reports from mobile](https://learn.withessential.com/field-operations/inspection-reports/publish-and-email-inspection-reports-from-mobile.md) - [Deficiencies](https://learn.withessential.com/field-operations/deficiencies.md) - [What is a deficiency?](https://learn.withessential.com/field-operations/deficiencies/what-is-a-deficiency.md) - [Working a deficiency task](https://learn.withessential.com/field-operations/deficiencies/working-a-deficiency-task.md) - [How tracked deficiencies resolve](https://learn.withessential.com/field-operations/deficiencies/deficiencies-clear-when-the-inspection-report-is-resubmitted-without-them.md) - [Asset Groups and Recurring Services](https://learn.withessential.com/field-operations/assets.md) - [Common asset group and recurring service questions](https://learn.withessential.com/field-operations/assets/common-asset-and-recurring-service-questions.md) - [See and browse all your asset groups (the Asset Groups page)](https://learn.withessential.com/field-operations/assets/see-and-browse-all-your-asset-groups-the-assets-page.md) - [What an asset group page shows](https://learn.withessential.com/field-operations/assets/what-an-asset-group-page-shows.md) - [Show asset attribute values as labels (Asset Group Labels)](https://learn.withessential.com/field-operations/assets/show-asset-attribute-values-as-labels-asset-group-labels.md) - [Files on an asset group](https://learn.withessential.com/field-operations/assets/files-on-an-asset-group.md) - [Add or bulk-add assets to an asset group](https://learn.withessential.com/field-operations/assets/add-or-bulk-add-assets-to-an-asset-group.md) - [Editing, reordering, and deleting assets](https://learn.withessential.com/field-operations/assets/editing-reordering-and-deleting-asset-items.md) - [Merge and split asset groups](https://learn.withessential.com/field-operations/assets/merge-and-split-asset-groups.md) - [Transfer assets between groups](https://learn.withessential.com/field-operations/assets/transfer-assets-between-groups.md) - [Set up recurring services on an asset group](https://learn.withessential.com/field-operations/assets/set-up-recurring-services-on-an-asset-group.md) - [Set or change an asset group's automation (Automation Setup)](https://learn.withessential.com/field-operations/assets/set-or-change-an-asset-groups-automation-automation-setup.md) - [Manually trigger or delay an asset group's automation](https://learn.withessential.com/field-operations/assets/manually-trigger-or-delay-an-asset-groups-automation.md) - [Recurring service templates and template groups](https://learn.withessential.com/field-operations/assets/recurring-service-templates-and-template-groups.md) - [Asset groups and assets: terminology and screen labels](https://learn.withessential.com/field-operations/assets/assets-vs-asset-groups-vs-asset-items-the-terminology.md) - [Deleting an asset group (and what it removes)](https://learn.withessential.com/field-operations/assets/deleting-an-asset-group-and-what-it-removes.md) - [Searching and sorting assets within a group](https://learn.withessential.com/field-operations/assets/searching-and-sorting-asset-items-within-a-group.md) - [Setting up a recurring service in depth: frequency, automation, rounding, and the asset filter](https://learn.withessential.com/field-operations/assets/setting-up-a-recurring-service-in-depth-frequency-automation-rounding-and-the-asset-filter.md) - [Why can't I add more assets? (per-group limits)](https://learn.withessential.com/field-operations/assets/why-cant-i-add-more-asset-items-per-group-limits.md) - [Inventory](https://learn.withessential.com/field-operations/inventory.md) - [See and browse your inventory (the Inventory page)](https://learn.withessential.com/field-operations/inventory/see-and-browse-your-inventory-the-inventory-page.md) - [What the inventory item page shows](https://learn.withessential.com/field-operations/inventory/what-the-inventory-item-page-shows.md) - [Inventory quantity terms: on-hand, reserved, available, incoming](https://learn.withessential.com/field-operations/inventory/inventory-quantity-terms-on-hand-reserved-available-incoming.md) - [Adjust on-hand quantity and transfer items between locations](https://learn.withessential.com/field-operations/inventory/adjust-on-hand-quantity-and-transfer-items-between-locations.md) - [Creating and receiving purchase orders](https://learn.withessential.com/field-operations/inventory/creating-and-receiving-purchase-orders.md) - [Emailing a purchase order to a supplier](https://learn.withessential.com/field-operations/inventory/emailing-a-purchase-order-to-a-supplier.md) - [Purchase order statuses and marking orders billed, paid, or void](https://learn.withessential.com/field-operations/inventory/purchase-order-statuses-billed-paid-and-void.md) - [Reorder levels and what's running low](https://learn.withessential.com/field-operations/inventory/reorder-levels-and-whats-running-low.md) - [Timecards](https://learn.withessential.com/field-operations/timecards.md) - [Review, approve, or send back timecards](https://learn.withessential.com/field-operations/timecards/review-approve-or-send-back-timecards.md) - [Timecard statuses and overtime rules](https://learn.withessential.com/field-operations/timecards/timecard-statuses-and-overtime-rules.md) - [Tasks](https://learn.withessential.com/field-operations/tasks.md) - [Common task questions](https://learn.withessential.com/field-operations/tasks/common-task-questions.md) - [The Tasks inbox: folders, status filters, and search](https://learn.withessential.com/field-operations/tasks/the-tasks-inbox-folders-status-filters-and-search.md) - [Task folder and subfolder meanings](https://learn.withessential.com/field-operations/tasks/task-folder-and-subfolder-meanings.md) - [How tasks are created and organized](https://learn.withessential.com/field-operations/tasks/how-tasks-are-created-and-organized.md) - [Working a task: changing its status and saving notes](https://learn.withessential.com/field-operations/tasks/working-a-task-changing-its-status-and-saving-notes.md) - [Respond to a workflow task](https://learn.withessential.com/field-operations/tasks/respond-to-a-workflow-task.md) - [Job summary questions](https://learn.withessential.com/field-operations/tasks/job-summary-questions.md) - [Quick Actions on a task: create a visit, invoice, or quote without leaving the task](https://learn.withessential.com/field-operations/tasks/quick-actions-on-a-task-create-a-visit-invoice-or-quote-without-leaving-the-task.md) - [What creates Deficiencies tasks](https://learn.withessential.com/field-operations/tasks/what-creates-deficiencies-tasks.md) - [Create a deficiency task](https://learn.withessential.com/field-operations/tasks/create-a-deficiency-task.md) - [What creates Invoices tasks](https://learn.withessential.com/field-operations/tasks/what-creates-invoices-tasks.md) - [What creates Jobs tasks (and moving them between folders)](https://learn.withessential.com/field-operations/tasks/what-creates-jobs-tasks-and-moving-them-between-folders.md) - [What creates Quotes tasks](https://learn.withessential.com/field-operations/tasks/what-creates-quotes-tasks.md) - [What creates Recurring Services tasks](https://learn.withessential.com/field-operations/tasks/what-creates-recurring-services-tasks.md) - [What creates Service Requests tasks](https://learn.withessential.com/field-operations/tasks/what-creates-website-requests-tasks.md) - [Where to see customer approvals and responses to service requests](https://learn.withessential.com/field-operations/tasks/where-to-see-customer-approvals-and-responses-to-service-requests.md) - [Custom Tasks](https://learn.withessential.com/field-operations/custom-tasks.md) - [See and browse your custom tasks (the Custom Tasks page)](https://learn.withessential.com/field-operations/custom-tasks/see-and-browse-your-custom-tasks-the-custom-tasks-page.md) - [Automated Outreach](https://learn.withessential.com/field-operations/automated-outreach.md) - [See and browse your automated outreach (the Automated Outreach page)](https://learn.withessential.com/field-operations/automated-outreach/see-and-browse-your-automated-outreach-the-automated-outreach-page.md) - [The kinds of automated outreach: Job Approval, Quote, Invoice, Visit Reminder, and Tech En Route](https://learn.withessential.com/field-operations/automated-outreach/the-kinds-of-automated-outreach-job-approval-quote-invoice-visit-reminder-and-tech-en-route.md) - [Inside an automated outreach batch: the send steps, statuses, preview, and stopping it](https://learn.withessential.com/field-operations/automated-outreach/inside-an-automated-outreach-batch-the-send-steps-statuses-preview-and-stopping-it.md) - [Workflows](https://learn.withessential.com/field-operations/workflows.md) - [Build, test, and publish a workflow](https://learn.withessential.com/field-operations/workflows/build-test-and-publish-a-workflow.md) - [Run a workflow for a customer](https://learn.withessential.com/field-operations/workflows/run-a-workflow-for-a-customer.md) - [See workflow run history](https://learn.withessential.com/field-operations/workflows/see-workflow-run-history.md) - [Fix a failed workflow](https://learn.withessential.com/field-operations/workflows/fix-a-failed-workflow.md) - [Reporting](https://learn.withessential.com/reporting-and-integrations/reporting.md) - [Common dashboard and reporting questions](https://learn.withessential.com/reporting-and-integrations/reporting/common-dashboard-and-reporting-questions.md) - [Reports: what's available and where to find them](https://learn.withessential.com/reporting-and-integrations/reporting/reports-whats-available-and-where-to-find-them.md) - [Customizing your Dashboard (KPIs and widgets)](https://learn.withessential.com/reporting-and-integrations/reporting/customizing-your-dashboard-kpis-and-widgets.md) - [Export, filter, and drill into a report](https://learn.withessential.com/reporting-and-integrations/reporting/export-filter-and-drill-into-a-report.md) - [Filter and export the Invoice payments report](https://learn.withessential.com/reporting-and-integrations/reporting/filter-and-export-the-invoice-payments-report.md) - [Share a report with a colleague](https://learn.withessential.com/reporting-and-integrations/reporting/share-a-report-with-a-colleague.md) - [Reading the A/R aging report](https://learn.withessential.com/reporting-and-integrations/reporting/reading-the-a-r-aging-report.md) - [See revenue by technician](https://learn.withessential.com/reporting-and-integrations/reporting/revenue-by-technician.md) - [Job costing reports: profitability, cost breakdown, and more](https://learn.withessential.com/reporting-and-integrations/reporting/job-costing-reports.md) - [Payroll and timecard reports](https://learn.withessential.com/reporting-and-integrations/reporting/payroll-and-timecard-reports.md) - [See the Custom fields report](https://learn.withessential.com/reporting-and-integrations/reporting/custom-fields-report.md) - [Accounting](https://learn.withessential.com/reporting-and-integrations/accounting.md) - [Connecting QuickBooks Online](https://learn.withessential.com/reporting-and-integrations/accounting/connecting-quickbooks-online.md) - [Connecting QuickBooks Desktop (Web Connector)](https://learn.withessential.com/reporting-and-integrations/accounting/connecting-quickbooks-desktop-web-connector.md) - [Account mapping for QuickBooks](https://learn.withessential.com/reporting-and-integrations/accounting/account-mapping-for-quickbooks.md) - [What syncs to QuickBooks](https://learn.withessential.com/reporting-and-integrations/accounting/what-syncs-to-quickbooks.md) - [Connecting NetSuite](https://learn.withessential.com/reporting-and-integrations/accounting/connecting-netsuite.md) - [NetSuite account mapping and sync behavior](https://learn.withessential.com/reporting-and-integrations/accounting/netsuite-account-mapping-and-sync-behavior.md) - [Connecting Sage Intacct](https://learn.withessential.com/reporting-and-integrations/accounting/connecting-sage-intacct.md) - [Sage Intacct account mapping and sync behavior](https://learn.withessential.com/reporting-and-integrations/accounting/sage-intacct-account-mapping-and-sync-behavior.md) - [Compliance](https://learn.withessential.com/reporting-and-integrations/compliance.md) - [Product Concepts](https://learn.withessential.com/administration/basics.md) - [First login, navigation, and support](https://learn.withessential.com/administration/basics/first-login-navigation-and-support.md) - [Use the New menu to create records with context](https://learn.withessential.com/administration/basics/use-the-new-menu-to-create-records-with-context.md) - [Timeline events and comments](https://learn.withessential.com/administration/basics/timeline-events-and-comments.md) - [The Activity Feed: what your team has been doing](https://learn.withessential.com/administration/basics/activity-feed.md) - [Mark up a photo or PDF](https://learn.withessential.com/administration/basics/mark-up-a-photo.md) - [Roles and permissions: how access works](https://learn.withessential.com/administration/basics/roles-and-permissions-how-access-works.md) - [Custom fields: your business's extra fields on records](https://learn.withessential.com/administration/basics/custom-fields-your-businesss-extra-fields-on-records.md) - [Custom pricing: a special price for an item, per customer or property](https://learn.withessential.com/administration/basics/custom-pricing-a-special-price-for-an-item-per-customer-or-property.md) - [Essential Assistant](https://learn.withessential.com/administration/using-the-essential-assistant.md) - [What the Essential Assistant can and can't do](https://learn.withessential.com/administration/using-the-essential-assistant/what-the-essential-assistant-can-and-cant-do.md) - [Attaching files to the Assistant](https://learn.withessential.com/administration/using-the-essential-assistant/attaching-files-to-the-assistant.md) - [Ask the Assistant for a CSV export](https://learn.withessential.com/administration/using-the-essential-assistant/ask-the-assistant-for-a-csv-export.md) - [What the Assistant remembers, who sees it, and how to clear it](https://learn.withessential.com/administration/using-the-essential-assistant/what-the-assistant-remembers-who-sees-it-and-how-to-clear-it.md) - [Asking the Assistant to do things: actions you confirm](https://learn.withessential.com/administration/using-the-essential-assistant/asking-the-assistant-to-do-things-actions-you-confirm.md) - [Editing a quote or invoice through the Assistant](https://learn.withessential.com/administration/using-the-essential-assistant/editing-a-quote-or-invoice-through-the-assistant.md) - [Customer Portal Concepts](https://learn.withessential.com/administration/what-your-customers-see-in-the-customer-portal.md) - [How your customers sign in to the Customer Portal](https://learn.withessential.com/administration/what-your-customers-see-in-the-customer-portal/how-your-customers-sign-in-to-the-customer-portal.md) - [Managing portal users (inviting, access scope, and editing)](https://learn.withessential.com/administration/what-your-customers-see-in-the-customer-portal/managing-portal-users-inviting-access-scope-and-editing.md) - [The property-access form your customers fill out to approve, deny, or redirect upcoming work](https://learn.withessential.com/administration/what-your-customers-see-in-the-customer-portal/the-property-access-form-your-customers-fill-out-to-approve-deny-or-redirect-upcoming-work.md) - [Automation Concepts](https://learn.withessential.com/administration/how-recurring-service-automation-works-the-full-cycle.md) - [Why isn't an asset group's automation running? (blockers)](https://learn.withessential.com/administration/how-recurring-service-automation-works-the-full-cycle/why-isnt-an-asset-groups-automation-running-blockers.md) - [What automated outreach sends, and previewing it](https://learn.withessential.com/administration/how-recurring-service-automation-works-the-full-cycle/what-automated-outreach-sends-and-previewing-it.md) - [How automated outreach batches are built and who they go to](https://learn.withessential.com/administration/how-recurring-service-automation-works-the-full-cycle/how-automated-outreach-batches-are-built-and-who-they-go-to.md) - [What happens after automated outreach: the customer's response](https://learn.withessential.com/administration/how-recurring-service-automation-works-the-full-cycle/what-happens-after-automated-outreach-the-customers-response.md) - [Custom Task automation: an internal task instead of customer outreach](https://learn.withessential.com/administration/how-recurring-service-automation-works-the-full-cycle/custom-task-automation-an-internal-task-instead-of-customer-outreach.md) - [Visit types: which services a visit or inspection report can complete](https://learn.withessential.com/administration/how-recurring-service-automation-works-the-full-cycle/visit-types-which-services-an-inspection-report-can-complete-and-reset.md) - [What "Awaiting Service Completion" means and how it clears](https://learn.withessential.com/administration/how-recurring-service-automation-works-the-full-cycle/what-awaiting-service-completion-means-and-how-it-clears.md) - [What a service completion is and how it's recorded](https://learn.withessential.com/administration/how-recurring-service-automation-works-the-full-cycle/what-a-service-completion-is-and-how-its-recorded.md) - [Settings](https://learn.withessential.com/administration/settings.md) - [What you can set up in Settings](https://learn.withessential.com/administration/settings/what-you-can-set-up-in-settings.md) - [Set up your business profile: name, logo, brand color, contact, address](https://learn.withessential.com/administration/settings/set-up-your-business-profile-name-logo-brand-color-contact-address.md) - [Create brands for multiple business identities](https://learn.withessential.com/administration/settings/create-brands-for-multiple-business-identities.md) - [Create offices to organize your locations](https://learn.withessential.com/administration/settings/create-offices-to-organize-locations.md) - [Add and manage users and their roles](https://learn.withessential.com/administration/settings/review-users-and-their-roles.md) - [Set a user's license number, expiration, and seal](https://learn.withessential.com/administration/settings/set-a-users-license-number-expiration-and-seal.md) - [Roles and permissions](https://learn.withessential.com/administration/settings/roles-and-permissions.md) - [Connect Stripe for payments and automatic sales tax](https://learn.withessential.com/administration/settings/connect-stripe-for-payments-and-automatic-sales-tax.md) - [Connect QuickBooks to sync accounting](https://learn.withessential.com/administration/settings/connect-quickbooks-to-sync-accounting.md) - [Turn scheduling and GPS features on or off](https://learn.withessential.com/administration/settings/turn-scheduling-and-gps-features-on-or-off.md) - [Turn invoicing on or off](https://learn.withessential.com/administration/settings/turn-invoicing-on-or-off.md) - [Configure Technician App behavior](https://learn.withessential.com/administration/settings/require-photo-names-and-swipe-to-pass-fail-assets.md) - [Configure technician schedule-change notifications](https://learn.withessential.com/administration/settings/configure-technician-schedule-notifications.md) - [Share documents with technicians](https://learn.withessential.com/administration/settings/share-documents-with-technicians.md) - [Configure visit reminders](https://learn.withessential.com/administration/settings/configure-visit-reminders.md) - [Add, edit, or disable visit types](https://learn.withessential.com/administration/settings/add-edit-or-disable-visit-types.md) - [Create and manage custom fields](https://learn.withessential.com/administration/settings/create-and-manage-custom-fields.md) - [Build your intake form](https://learn.withessential.com/administration/settings/build-your-intake-form.md) - [Enable or disable the Customer Portal for all customers](https://learn.withessential.com/administration/settings/enable-or-disable-the-customer-portal-for-all-customers.md) - [Let customers request service from the Customer Portal](https://learn.withessential.com/administration/settings/let-customers-request-service-from-the-customer-portal.md) - [Set up Job Summaries](https://learn.withessential.com/administration/settings/set-up-job-summaries.md) - [The Compliance Engine integration](https://learn.withessential.com/administration/settings/the-compliance-engine-integration.md) - [Verify the email address Essential sends from](https://learn.withessential.com/administration/settings/verify-the-email-address-essential-sends-from.md) - [Add or edit a pricebook item](https://learn.withessential.com/administration/settings/add-or-edit-a-pricebook-item.md) - [Create a rate sheet to price many items at once](https://learn.withessential.com/administration/settings/create-a-rate-sheet-to-price-many-items-at-once.md) - [Add the intake form to your website](https://learn.withessential.com/administration/settings/add-the-intake-form-to-your-website.md) - [Add, rename, reorder, or remove task statuses](https://learn.withessential.com/administration/settings/add-rename-reorder-or-remove-task-statuses.md) - [Customize your Jobs task folders](https://learn.withessential.com/administration/settings/customize-jobs-task-folders.md) - [Automate task statuses with Task Automations](https://learn.withessential.com/administration/settings/automate-task-statuses-with-task-automations.md) - [Task Documents: send and attach supporting documents](https://learn.withessential.com/administration/settings/task-documents-send-and-attach-supporting-documents.md) - [Bulk upload pricebook items from a spreadsheet](https://learn.withessential.com/administration/settings/bulk-upload-pricebook-items-from-a-spreadsheet.md) - [Build and publish your Job Approval form](https://learn.withessential.com/administration/settings/build-and-publish-your-job-approval-form.md) - [Choose your default home page](https://learn.withessential.com/administration/settings/choose-your-default-home-page.md) - [Choose your appearance (Light or Dark)](https://learn.withessential.com/administration/settings/choose-your-appearance-light-dark-or-system-theme.md) - [Choose which day starts your week](https://learn.withessential.com/administration/settings/choose-which-day-starts-your-week.md) - [Choose when Never Clocked In tasks are created](https://learn.withessential.com/administration/settings/choose-when-never-clocked-in-tasks-are-created.md) - [Choose and customize your invoice document template](https://learn.withessential.com/administration/settings/choose-and-customize-your-invoice-document-template.md) - [Choose and customize your quote document template](https://learn.withessential.com/administration/settings/choose-and-customize-your-quote-document-template.md) - [Configure the automated outreach sequence](https://learn.withessential.com/administration/settings/configure-the-automated-outreach-sequence.md) - [Configure Custom Task timing](https://learn.withessential.com/administration/settings/configure-custom-task-timing.md) - [Connect a calendar (Google or Microsoft Outlook)](https://learn.withessential.com/administration/settings/connect-a-calendar-google-or-microsoft-outlook.md) - [Create Terms & Conditions sets for quotes](https://learn.withessential.com/administration/settings/create-terms-and-conditions-sets-for-quotes.md) - [Customize your invoice email and receipt templates](https://learn.withessential.com/administration/settings/customize-your-invoice-email-and-receipt-templates.md) - [Edit a document template's design with "Edit code"](https://learn.withessential.com/administration/settings/edit-a-document-templates-design-with-edit-code.md) - [Intake form field types: standard and custom fields](https://learn.withessential.com/administration/settings/intake-form-field-types-standard-and-custom-fields.md) - [Map services to visit types (Service Visit Types page)](https://learn.withessential.com/administration/settings/map-services-to-visit-types-service-visit-types-page.md) - [Reset or change your password](https://learn.withessential.com/administration/settings/reset-or-change-your-password.md) - [Set processing fees and pass Stripe fees to customers](https://learn.withessential.com/administration/settings/set-a-minimum-charge-for-credit-card-fees.md) - [Set the confirmation email for automated outreach](https://learn.withessential.com/administration/settings/set-the-confirmation-email-for-automated-outreach.md) - [Set up inventory locations and suppliers](https://learn.withessential.com/administration/settings/set-up-inventory-locations-and-suppliers.md) - [Set up invoice prompt templates for AI drafting](https://learn.withessential.com/administration/settings/set-up-invoice-prompt-templates-for-ai-drafting.md) - [Set up quote prompt templates for AI drafting](https://learn.withessential.com/administration/settings/set-up-quote-prompt-templates-for-ai-drafting.md) - [Set your Customer Portal heading and URL](https://learn.withessential.com/administration/settings/set-your-customer-portal-heading-and-url.md) - [Enable and customize Work Acknowledgments](https://learn.withessential.com/administration/settings/enable-and-customize-work-acknowledgments.md) - [Turn on Job Costing and set cost rates](https://learn.withessential.com/administration/settings/turn-on-job-costing-and-set-cost-rates.md) - [Set up Time & Pay for timecards](https://learn.withessential.com/administration/settings/set-up-time-and-pay-for-timecards.md) - [Verify your whole sending domain with DKIM](https://learn.withessential.com/administration/settings/verify-your-whole-sending-domain-with-dkim.md) - [What the permissions control: a tour of the catalog](https://learn.withessential.com/administration/settings/what-the-permissions-control-a-tour-of-the-catalog.md) - [Where intake form submissions go after a client submits](https://learn.withessential.com/administration/settings/where-intake-form-submissions-go-after-a-client-submits.md) - [Get notified about new service requests](https://learn.withessential.com/administration/settings/get-notified-about-new-intake-form-submissions.md) - [Manage your personal notifications](https://learn.withessential.com/administration/settings/manage-your-personal-notifications.md) --- # Agent Instructions This documentation is published with GitBook. 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