If you'd like to send your invoices through your accounting platform, setting up your software with Bricks+Agent is quick and easy.
Watch a quick tutorial video:
Or Read a Step-by-Step Guide:
Step 1: Create your invoice in your accounting software
Bricks+Agent integrates with a wide range of accounting systems. So all you need to first is to create your invoice as you normally would in your go-to software.
Step 2: Send the invoice to Bricks+Agent
Create an email to Bricks+Agent's trade inbox.
Address it to trade@bricksandagent.com
Make sure to indicate the Bricks+Agent Job Number in the subject line.
Attach your invoice document exported from your accounting software as a PDF file.
Make sure you are sending it using the same email address that received the work order.
Then, simply hit send. The job will automatically update in Bricks+Agent to reflect your invoice.
Reminder:
Please email our support team at support@bricksandagent.com for a quick, one-time setup if:
You need to send invoices from a different email address than the one receiving your work orders.
Or if you are using ServiceM8 or Aroflo as an accounting software.
Need help?
Email us at: support@bricksandagent.com