Step 2: Settings & Data
Get the settings right
14 articles
Set Up Your Sales Pipeline
Set up client types
How to Set Up Your Cost Categories
Set up custom units of measurement (UOM)
Setting up Catalogues & Importing Data
Set up a Custom Pipeline view of all Job Statuses
Setting up Charge-Out Rate Categories
Non-Job Related Tasks / Items
Change your estimate status pipeline view
Set Up Project Templates and Standard Durations
Set Conversion Rates For Stages In Your Sales Pipeline
Edit your Supplier and Contractor Terms & Conditions
Client Invoice Terms & Conditions
Setting Up Tax Codes