Adding/managing item/codes in a quote
- Frequently used products - Hot list
- Regrouping fixed-price package items to distribute the costs and manage inventory
- Display a picture in your estimate
- How do I access the Job List or list of Job Codes?
- How can I simultaneously assign 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 multiple selections
- 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
- How to add a line code to a product created in the POS
- 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
- How to deactivate the customer vehicle management functions and prompts for cash or counter/walk-in customers?
- How to work with several estimates at the same time / go back to the previous estimate
- How to send account statements, 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 cancel or delete an appointment on the agenda without deleting the estimate?
- How to transfer or copy itemst from one estimate/invoice to another? / How to merge invoices?