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Creating New Company
Video Tutorial This tutorial guides you through creating a new company profile within the applic...
Add Company Contacts
Video Tutorial This tutorial guides you through adding a company contact in the system. 1. Op...
Configure Company Account
Video Tutorial 1. Open Company Module Click "Company" in the main menu to access the company ...
Quotation List
Displays all quotation in the system, allowing users to view the total number of entries quotatio...
Contact List
Displays all contacts in the system, allowing users to view the total number of entries and remov...
Job List
Displays all jobs in the system, allowing users to view the total number of entries and remove an...
Company Entry
1. Create a new company In the system, there is one designated main company—usually representing...
Company List
Displays all companies in the system, allowing users to view the total number of entries and remo...
Quotation Entry
1. Create a new quotation 1.1. Creating a quotation without a job Navigate to the Quotes tab in...
Configure Quotation List testing
This tutorial will walk you through the steps to configure your quotation list. 1. Access Quot...
Quotation Find
1. Open Find Click Find from the top menu to open the quotation find. 2. Find a specific qu...
Contact Entry
1. Create a new contact Navigate to the Other tab in the middle menu.Click the New button in Qui...
Job Entry
1. Create a new job The only way to create a new job is by starting from the Company module. Op...
Job Find
1. Open Find Click "Find" from the top menu to open the job find. 2. Find a specific job Y...
Contact Find
1. Open Find Click "Find" from the top menu to open the contact find. 2. Find a specific co...
Company Find
1. Open Find Click "Find" from the top menu to open the company find. 2. Find a specific co...