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Set up deposits, milestones, and payment schedules
Break larger jobs into deposits, progress invoices, milestones, or final balance payments without losing track of what is due.
Zentive terms explained
Plain-language definitions of the words you will see on Zentive screens, from Needs Crew to retainage.
Invoice an approved quote
Create an invoice straight from an approved quote with Create Invoice, resume a draft, or bill it in stages against the quote's payment schedule.
Create and send an invoice
Build an invoice from scratch, a completed job, a quote, or a template; set terms, billing structure, delivery, tips, and autopay; pass the readiness checks; send it.
What happens when a customer approves a quote
The signature record, the job Zentive creates, the deposit invoice, the confirmation email, and what you need to do next.
Manage a job from the job page
Every panel on the job page explained: crew and invoice readiness, execution trail, billing, change orders, labor, expenses, profitability, reschedule and cancel.
Approve a quote
Open the quote from the email or text, pick an option if there are several, sign by typing or drawing, and press Approve quote. Or decline, or ask for changes.
Create a job
Book a one-off job from Schedule → New work: customer, location, time and arrival window, crew or Needs Crew, services, and what the customer is told.
Need a different way to search?
- Try plain language instead of product terms.
- Search by the problem, not just the feature name.
- Use short phrases like "invoice unpaid" or "crew route missing".
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Contact Zentive support
Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.