Step 2: Settings & Data
Get the settings right
17 articles
Set up the sales pipeline view
Set up the different lead status
Set up client types
Set up costing categories
Set up cost categories (video)
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 your custom estimate statuses (video)
How to create supplier/contractor types
Set up templated folder structures and standard project duration for different project types
Setting a conversion rate % on different stages within your sales pipeline
Edit your Supplier and Contractor Terms & Conditions
Client Invoice Terms & Conditions