The table below provides an overview of the site admin settings that control the behavior of quotes.
Click the blue links on the left to access full instructions for each setting.
Setting |
Description |
|---|---|
| Checklists | Set up checklists that can be automatically or manually added to quotes to assist staff in following correct procedures, and automatically start or stop the labor timer. |
| Substatus | Set up substatuses that can be linked to a main status to provide additional information relating to the status of a quote. |
| Print & Email Defaults | Set up default layouts, email templates and default email addresses for quotes. |
| Default Quote Type |
Set the default quote type you use most:
|
| Use Tax Inclusive Pricing | Set the default tax status for all your quotes to 'Tax Inclusive'. |
| Default Acceptance Status | Set the default acceptance status:
This setting determines what acceptance status will appear when a Quote status is set to Approved.
Once a Quote status is set to Approved:
|