User Permissions

All users, except the owner’s account, have restricted access when their user is created. To change a user’s permissions you need to navigate to the left-hand side of the screen where the menu is and select ‘Users’. On this screen,

Documents

Each document is generated by adding tasks to the quote builder. There are 6 types of documents. They consist of quotes, invoices, schedules, quality checklist, relevant training documents, brochure, and parts & material lists. Quotes & Invoices Quote and invoice