Here is one simple way to enter your customers and orders into FastGem, as well as different methods of creating and viewing an invoice for that customer:  

 

Note: A second way of entering customers or leads into your FastGem instance is to use customized Order Forms. More information on Order Forms can be found HERE. 

Note: A second way of entering a work order into your FastGem instance is to do it from the provider portal using the Overlay tool. More information on the Overlay Tool can be found HERE