Step 2: Settings & Data
Personalize your setup
Set Up Your Sales Pipeline
Set up client types
Set up costing categories
Set up custom units of measurement (UOM)
Setting up Catalogues & 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