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Configuration
How to
Adding/managing item/codes in a quote
- Frequently used products/codes - Hot list
- Regrouping fixed-price package items to distribute the cost and manage the inventory
- Adding a product that display a picture of your product in your estimate/invoice
- How do I access the Job List or list of Job Codes
- How can I simultaneously add a package price while entering an appointment
- How to change, modify or see the item cost on the POS window
- Quick change of a product from POS
- Add a line code to a product created in the POS
- How to conduct a search using part of a product code or similar code
- How to conduct a quick part search by description and make a multiple selection
- How do I enter a tax included dollars amount on an item or product
- Create a quick list of preferred items to add to an estimate in POS
- Add a line code to a product created in the POS
General
- How to find an existing estimate?
- How to change the owner of a vehicle?
- How to go back to a previous estimate?
- How to change the customer’s vehicle on an existing estimate
- Looking for a customer or vehicle via the license plate number and removing the spaces in the license plate number
- Doing a quick quote for a cash or counter/walk-in customers with no vehicle
- How to work with several estimates at the same time / go back to the previous estimate
- How to send estimates and invoices to different email addresses
- How to send an estimate or an invoice to multiple e-mail addresses
- How to send an estimate to be printed by default vs. a preview
- How to send the work order to be printed without previewing
- How to cancel or delete an appointment on the agenda without deleting the estimate
- How to transfer or copy items from one estimate/invoice to another / How to merge invoices
Reporting
Best practices
Common issues
- How to unblock an estimate / order ?
- When selecting the client, the estimate does not appear when consulting the list of estimates
- You offer a 30 day price guaranty, but the date updates or changes each time you view the estimate
