Back Sometimes due to unfortunate circumstances, a quote will no longer be moving forward and needs to be marked as Lost. You can keep a record of lost quotes by marking them as such. This will a...

Back You can view records of emails sent out related to a quote at the quote level. Step     Action   1.       Select {Quotes} in the navigation menu on the left-hand side.   2.       Se...

Back Customer Details This shows general details for this customer including: Image Phone/Fax Number Email Website Additional Contact Info (Facebook, Instagram, etc.) Sales Rep CSR ...

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Back Quote location details can be found in the Quote Edit modal window. There are several ways to open the Quote Edit modal window including: Quotes > Edit on vertical ellipses Quote  V...

Back Job Templates are used to prefill specifications on an item more quickly. It is a general base for setting up similar items and products. The templates can be set up with the most common ...

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 s...

Back Card View Option To toggle from List View to Card View click on the Display icon shown below. Sort Using the Sort Icon in Card View To sort the data contained in the quote tabl...

Back Invoices can be printed/emailed on posted and unposted orders. A green invoice icon appears when an invoice has been printed or emailed on an order. Hovering mouse over the green invoice...

Back An existing quote can be requoted or converted into a order. This will create a new order/quote based on the original order. Notes: Customer/Contact details from the original order wil...