Improve your notes and section notes by using tags. For example, if you want to add the Description into your section note or note simply add the {Description} tag.

This feature is most powerful when used on templates as it makes the resulting document even more customized.

For example, if {Description} is added to a section note:

It will resolve in the document:

If you need to add freight or some other line item based on the value of a quote you can now do this easily:

• Add an item to a quote
• Select the menu button for that item
• Select ‘Calculate Price Based on Percentage’

This will take the total value of the quote, apply the percentage and put the result in that line item. You can recalculate multiple times and the value will be overwritten.

 

These figures can be seen in the stock overview screen but also for each product listed in a job.

These will show ‘Load’ when the job is first loaded. The figures are not shown by default as the calculations could slow down the load of the job.

To see the latest figures click on the ‘Apply’ button and select ‘Refresh Stock Info’.

To find out more, see this article in the support section.

New Menus

All the modules are now accessible from the Go To menu. For example, if you want to open the Quotations screen, select Go To -> Quotations.

To change the settings for a module, such as Quotations, select Configure -> Quotation Settings.

Change the Background Colors

Each module can now have a different background color to make it easier to know which module you are working in.

To change the colors, so that the quotation screens have a different background color to the Jobs/Orders screens select the Cog -> Business Settings -> Branding Colours & Logos and set them.

 

 

 

We’ve added a new tag to help you control the pages on spec sheets – so there will always be one product on each page.

Put the tag {OneRowTable} somewhere in your specification table and the system will force a new page for each product listed.

When you see a red (!) next to an item’s sale price it means that it is lower than the agreed cost.

We think this new functionality will be useful but if you want the ability to switch this off for certain lines or across all quotes, please let us know.

 

When you create a part invoice you can now set the percentage for each line item (product or service):

Find out more here.

You no longer have to use the Quikflw labels on the main edit labels – you can change them to better suit your company. For example, a property maintenance company might want the screen to look something like this:

You can change all the screen as follows for each module:

• Click on the Cog
• Select the module’s settings (e.g. Quotation Settings)
• Click on ‘Customize Edit Field Labels’
• Change the labels as required

 

In addition to the three default event types, Meeting, Call and Email, you can now add your own.

To do this:

• Click on the Cog
• Select ‘CRM Settings’
• Select Event Types on the left
• Add your new types

These will now appear as options in the event type dropdown.