Home Page
In Progress Quotes - This represents the number of incomplete (unsent) Quotes, click on the box to view the list of all incomplete Quotes
In Progress Invoices - This represents the number of incomplete (unsent) Invoices, click on the box to view the list of all incomplete Invoices
Pending Quotes - This represents the number of Quotes that have been sent to the dashboard by the Mobile Application, click on the box to view the list of all pending Quotes.
Quick Quote & Quick Quote Multi - Click on these boxes to create a Quote without having to first create a client. Click the blue box with the icon to create single section Quotes. Click the box blue with the icon to create multi section Quotes.
Quote & Quote Multi - Click on these boxes to create a Quote by selecting an existing client. Click the blue box with the icon to create single section Quotes. Click the blue box with the icon to create multi section Quotes.
Invoices - Click on the yellow box with the icon to create Invoices from existing Quotes.
Viewing / Adding Clients
Client Data Table - Filter clients using the search box in the top right hand corner of the table, sort each row by clicking on the icons for each heading and choose to display 10, 25, 50 or 100 per page.
View Existing Client Data - To view an existing clients information click the icon within the row of the desired client.
Adding a New Client - Click on the Add Client icon in the top left hand corner of the page.
View / Edit Client Information
Viewing/Editing Client Information - Click the View/Edit tab to view information about the client, you can edit the client information by changing the values in any of the desired text boxes. Once changes have been made click on the Save button at the bottom of the page.
Client History - Click the Client History tab (located next to the Client Information tab to view any Quotes/Invoices that have been created for the client in question. The icon will show you specific information related to the Quote/Invoice that has been selected.
Viewing / Adding / Editing Quotes
Quotes Data Table - Filter Quotes using the search box in the top right hand corner of the table, sort each row by clicking on the icons for each heading and choose to display 10, 25, 50 or 100 per page.
View Existing Quote Data - To view an existing Quotes information click the icon within the row of the desired Quote.
Edit Existing Quote Data - To edit an existing Quotes information click the icon within the row of the desired Quote.
Create a New Quote - Click the New Quote icon to create single section Quotes. Click the New Multi-Quote icon to create multi section Quotes.
Use Company - Check this checkbox if you would like the clients company information to show up in the Quote.
Quote Client Select - To create a Quote, you have to choose a client to link it to, select a client by clicking on the icon within the row of the desired client.
Saving/Editing Quote Information - Fill the textboxes with the desired information, to cycle between each section click on the tabs labelled (Client, General, Installation & Watercapture), for multi section Quotes there will be 5 Installation sections. Once all information has been input, click the Save Quote / Update Quote button at the bottom of the page
Information - To view all information about an existing Quote select the Information Tab, click on the icon to print the information as a double-sided draft.
Quote PDF - Select the Quote PDF tab to display the sent Quote within the browser, standard PDF controls apply.
Sent Status - The corresponding Quote has been sent to the client
In-Progress Status - The corresponding Quote has not been completed, click the icon to continue the Quote.
Cost Calculations
Price - These text boxes are automatically filled with the price of the item mentioned, if no price is given fill out accordingly.
Additional Fields - Fill these text boxes with any miscellaneous items that need to be added to the Quote/Invoice.
50% / 60% - Check one of these checkbox if you would like to create a proforma Invoice, 50% for 50-50 split between two Invoices and 60% for a 60-40 split between two Invoices.
6202 - Check this checkbox if you would like the old bank account to show in the footer of the Invoice.
Preview - Clicking this button will open an new tab with a preview of the Quote/Invoice.
Send - Clicking this button will send the Quote/Invoice directly to the client.
Viewing / Adding / Editing Invoices
Invoices Data Table - Filter Invoices using the search box in the top right hand corner of the table, sort each row by clicking on the icons for each heading and choose to display 10, 25, 50 or 100 per page.
View Existing Invoice Data - To view an existing Invoices information click the icon within the row of the desired Invoice.
Edit Existing Invoice Data - To edit an existing Invoices information click the icon within the row of the desired Invoice.
Proforma Invoice - To add the final proforma invoice to an existing proforma Invoice click the icon within the row of the desired Invoice.
Create a New Invoice - Click the New Invoice icon to create a new Invoice for an existing Quote.
Use Company - Check this checkbox if you would like the clients company information to show up in the Invoice.
Invoice Quote Select - To create an Invoice, you have to choose a Quote to link it to, select a Quote by clicking on the icon within the row of the desired Quote.
Saving/Editing Invoice Information - Fill the textboxes with the desired information, to cycle between each section click on the tabs labelled (Client, General, Installation & Watercapture), for multi section Invoices there will be 5 Installation sections. Once all information has been input, click the Save Invoice / Update Invoice button at the bottom of the page.
Information - To view all information about an existing Invoice select the Information Tab, click on the icon to print the information as a double-sided draft.
Invoice PDF - Select the Invoice PDF tab to display the sent Invoice within the browser, standard PDF controls apply.
Sent Status - The corresponding Invoice has been sent to the client
In-Progress Status - The corresponding Invoice has not been completed, click the icon to continue the Invoice.
Profile
Company Information - Add/Update any required information about your company, this information will be used in the Quotes and Invoices that will be sent to clients. Click Save at the bottom of the page to update these values.
Price Sheet - Click on the tab Price Sheet to edit the cost of each item within the cost calculation system, click Save at the bottom of the page to update these values.
Mobile Application
Login - Enter in the credentials provided and click login to enter the home screen
Home Page - The screen includes two buttons and a list of recently viewed clients for ease of access/use. The recently viewed clients work in the same way as searching for clients. By clicking on any specific client one can see their information and create a quote for them. When selecting the create a new client button, the user is prompted with a form to enter credentials for the client and their company. When selecting search for existing clients the user will be presented with a list of all customers and will be able to filter results via the customer name, surname, address, email and phone number. Following this the user can select a customer or go back.
Create a New Client - Name, surname, email, phone number and address are required fields denoted by their view upon entering any information. If any field has a red outline and error message, one simply needs to follow steps to ensure the information is correct. The error messages will include but are not limited to; Invalid characters which refer to illegal (or not permitted) characters such as /,<,> etc. . In order to continue, any characters other than letters or numbers need to be removed. Number needs to be 10 digits this refers to either too little or too many digits entered.
Edit Clients and View Quotes - This form allows the user to edit, add or remove client information linked to a customer. The user can then go through tabs until reaching the quote tab which allows them to either, view quotes which is un-editable/savable on the mobile app, create a new quote and create a new multi-quote.
Create a Quote - This form allows the user to make a single quote for a single property. The user can change and edit the customer information for this specific quote( in the event of a separate company taking responsibility for the property) or keep the current client information in place. If the user wishes to include the company information on the quote they can tick/ select the “use company” field at the end of the company info tab. The user can go through tabs in general, installation and water capture and add as is necessary and then save. The quote is saved on the dashboard for confirmation and/or editing.
Create a Multi-Quote - This form is similar to the normal quote form where the difference lies in the number of tabs. The user can, enter in multiple sections of property, or multiple properties under the same quote. If the quote extends further than five(5) units of property, the user can create multiple quotes linked under the same client.