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 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 Tasks are a way to set To Do's for yourself or for other active user's in the system.  Tasks can be generic or they can be assigned to orders, quote, items, customers, etc.  Any task...

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...