Step 2: Settings & Data
Get the settings right
14 articles
Set Up Your Sales Pipeline
Set up client types
Set up costing 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