Audience - Builder
Read Time - 2 min read
Article contents - Master List
Can I Save Sets of Job Invoices?
This article will help you setup a preset or template of Invoices.
Can I Save my Order Instructions?
This article will help you setup a preset or template for Order Instructions.
Can I Save a Template for Emails?
This article will help you setup a preset or template of an email message.
Adding Specifications to Estimates
There are 3 ways to get specifications into estimates, enter manually, nominating items from the estimate, and setting up a pre-set.
Tracking Insurance Expiry of Contractors/Suppliers
You can add insurance details with expiry dates to your contacts cards. This creates an alert to remind you to follow up.
What Changes Can I Make to Each Section of My Customizable Layout Quote?
Editing each section of your customizable quote letter.