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    • Create and send an estimate in Roc Services

      Use the Roc Services web portal to create an estimate and send it to a customer for approval. Note: Before...

      June 4th, 2026 163 views 0 likes

    • Convert an estimate to an invoice in Roc Services

      After a customer approves an estimate, you can use the Roc Services web portal to convert the estimate to an...

      June 3rd, 2026 232 views 0 likes

    • Create and send an invoice in Roc Services

      Use the Roc Services web portal to create and send an invoice to a customer to request a payment by...

      September 8th, 2025 1134 views 1 likes

    • Send an invoice in Roc Services

      Use the Roc Services web portal to send an existing invoice to a customer to request a payment by card...

      September 21st, 2026 8 views 0 likes

    • Create and send an invoice from the Virtual Terminal in Roc Services

      Use the Virtual Terminal in the Roc Services web portal to create and send an invoice to a customer to...

      June 4th, 2026 212 views 1 likes

    • Create an appointment and send an estimate in Roc Services

      You can use Roc Services to create an appointment and send an estimate to a customer. After you complete the...

      September 15th, 2026 8 views 0 likes

    • Create an appointment and link it to an existing invoice in Roc Services

      You can use Roc Services to create an appointment and link it to an invoice that you previously created.  If...

      November 21st, 2025 1066 views 0 likes

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