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

 

Change columns names, e.g. ‘List Price’ to ‘MRP’, ‘Sales Price’ to ‘Final Price’ or ‘Multiplier1’ to ‘Hire Weeks’, etc.

Renamed Columns

If you find it difficult to remember what ‘List Price’ or ‘List Cost’ columns labels mean with you can change them (and others) to whatever is more meaningful for you and your staff.

To do this:

  1. Select the Cog
  2. Click on ‘Quotation Settings’
  3. Select ‘Customize Line Item Labels’

Set the new names:

Change Names

 

Setting a Different Company to Bill an Invoice

Invoice

You can now assign an invoice to a different customer to the one that ordered from you without losing track of the original client. This is useful where your clients use finance to pay for their orders or are tenants of property management companies.

To show these fields:

Select the Cog -> Invoice Settings -> Show/Hide Edit Fields and make sure the Non-Billable Client and Non-Billable Contact are set to ‘Show’.

You can add these to your invoices using the following tags:

{NonBillableClientName}
{NonBillableClientContactName}
{NonBillableClientContactTitle}
{NonBillableClientContactFirstName}
{NonBillableClientContactLastName}

 

 

Let Staff Know When a Client is ‘on Stop’, the Services they buy, the Company Type, and more with Client Tags

OnStop

Client tags are now visible on the edit screens for Quotes, Jobs, Invoices, Delivery Notes, and Purchase Orders.

This makes it easier for staff to easily see any change in status when they are processing anything for a client. For example, if a client is put ‘On Stop’, a tag can be added to their record and this is reflected throughout the system.

Or, it could detail the type of invoicing to be used, such as pro forma or on account, or the type of product or service they use, such as ‘Accounts’, ‘Payroll’, etc.. It is very flexible – you can add the tags you want.

To find out more:

https://support.quikflw.com/hc/en-gb/articles/360004354878-Client-Tags-Flexible-Tools-for-Managing-Clients