Step 2: Settings & Data
Personalize your setup
By Jack and 2 others3 authors10 articles
- Set Up Your Sales Pipeline
- Set up client types
- Set up custom units of measurement (UOM)
- Setting up Catalogs & Importing Data
- Set up a Custom Pipeline view of all Job Statuses
- Non-Job Related Tasks / Items
- Change your estimate status pipeline view
- Set Conversion Rates For Stages In Your Sales Pipeline
- Edit your Supplier and Contractor Terms & Conditions
- Client Invoice Terms & Conditions