New Interface – Simpler Menus and Color Coding of Modules

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.

 

 

 

Change Edit Form Labels (e.g. from ‘Note to Client’ to ‘Instructions’, or ‘Delivery Date’ to ‘Install Date’)

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:

CustomLabels

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

 

Add Your Own Fields to the CRM Pipeline & Hide Others

Pipeline Example 1

Have more control over what data you store and see on your CRM Pipeline.

Add your own custom fields, so for example if you want to track the source of an opportunity you can add this as a dropdown field.

If you don’t want to see some fields on the edit screen and the CRM pipeline can you now control these views.

Example 2

These can be managed by:

  • Clicking on the Cog
  • Selecting ‘Pipeline Settings’

For more information see please this help article.

 

Rename Items to Products or Services, Companies to Clients, Purchase Order to Requisitions, and more.

Both Menus

To make Quikflw as customizable as possible for your business language,  you can now change the names of the Items, Purchase Orders, Companies and more. This is in addition to already being able to rename the ‘Jobs’ module (frequently changed to ‘Orders’ or ‘Sales Orders’).

To change their names:

Click on the Cog

  • Click Business Settings
  • Select Modules

Module Renaming

  • Change the single and plural names
  • Select another page to force the system to refresh the names