How To Add a Supplier
To do this: Head to your Active Contacts in your Main Menu and select ‘+Add Contact’. You may want to double check you don’t already
Installation Company ERP / CRM
Installation Company ERP / CRM
To do this: Head to your Active Contacts in your Main Menu and select ‘+Add Contact’. You may want to double check you don’t already
To do this: Within your Contract or Lead, head to the Templates tab. Double-clicking on the PDF option will download a PDF copy of the
To do this: Within the Lead or Contract, head to the Images tab and click on the ‘Select Images to Upload’ button. Select the image
To do this: Within the Lead or Contract, head to the Document’s tab. Click the ‘Select Documents to Upload’ button. You can then select the
To do this: Within your Contract, head to the Guarantees tab. Select Yes on the ‘Self Cert Required?’ toggle. Enter the amount of Windows and
To do this: Within the Invoices tab, select Add Invoice. Select ‘Credit’ as your Invoice Type and enter the date you’d like to raise it.
To do this: Select ‘+ Add Invoice’. Enter the Invoice Type and the date you’d like to raise it (Please note this can be back
To do this: Within your Lead or Contract, head to the Activity’s tab and Notes will appear first. Select ‘+ Add Note’ and enter the
To do this: Within your Contract, head to the Invoices tab and select ‘+ Add Invoice’. Enter the Invoice Type and the date you’d like
To do this: Click the edit button on the invoice you’d like to add a payment too. Scroll down to Payments and enter the date
To do this: Within your Contract, head to the Guarantees tab. Enter your Guarantee Number in the ‘Guarantee No’ box under Warranty. Enter the date
To do this: On the Contract details page, scroll down and select the Contract Status button so it displays ‘On Hold’. Press Update when finished
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