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