Back There are several ways a Quote can be added to DocketManager. Quotes > New New (Quick Add) > Quote CRM > Customer or Contact tab > New quote on vertical ellipses CRM > Cu...

Back A Product is essentially a pre-made job item that can be used for orders internally, online, or on POS. When creating a Product, a job template can be used to pre-fill specifications during ...

Back Creating a New Email Email communications, an integral component of DocketManager, keep you connected to your Customers. Step     Action   1.       Select type of email to be sen...

Back Add a Customer File An example of a Customer File would be a Tax Exempt Form or an Inventory Agreement Form. Option 1: File Type Click on the + icon to the right of Files. Choose ...

Back Notes are can be added on various pages in DocketManager for internal documentation purposes. These notes can function differently depending on where they have been created.   Examples:  ...

Back Companies or individuals who are existing customers or current prospects can be set up in the Customers section of the CRM. Custom defaults can be set up for each Customer that will transfer...

Back Companies or individuals who are existing customers or current prospects can be setup in the Customers section of the CRM. Custom defaults can be setup for each Customer that will transfer o...

Back Companies or individuals who are existing customers or current prospects can be setup in the Customers section of the CRM. Custom defaults can be setup for each Customer that will transfer o...

Back Default Documents Step    Action   1.      From the Customer edit modal, select {Communications Defaults} on the right-hand side of             screen to auto scroll to Communication Defa...

Back Companies or individuals who are existing customers or current prospects can be setup in the Customers section of the CRM. Custom defaults can be setup for each Customer that will transfer o...