Step 2: Settings & Data
Get the settings right
19 articles
Set up client types
Set up cost categories
Set up the sales pipeline view
Set up the different lead status
Set up custom units of measurement (UOM)
Set up costing categories
Setting up Catalogues & Importing Data
Set up your custom estimate statuses
Setting access permissions for subcontractors and suppliers
Set up a custom pipeline view of all job statuses
Setting up Charge-Out Rate Categories
Non-Job Related Tasks / Items
Change your estimate status pipeline view
How to create supplier/contractor types
Set up templated folder structures and standard project duration for different project types
Setting a conversion rate % on different stages within your sales pipeline
Managing Staff Members
Choose what your clients can see in the Client Portal
How to create teams to be able to assign to schedule items