Certainly! You have the flexibility to export specific sections or products from your schedule to a PDF. Learn how to do this with our comprehensive guide here.

We believe in giving you control. We don't explicitly state whether products are inclusive or exclusive of tax, leaving this decision to you. Most users input all pricing info, including tax, to maintain consistency. When it's time to invoice for the products, you can specify whether your invoice includes or excludes tax. Within the next four weeks, we're introducing updated invoicing and tax features so you can specify tax and have greater visibility over your financials.

To change a schedule's name, simply click into the schedule. Then, on the top right-hand side of the page, you'll find a three-dot icon. Click on it and select "Rename."

Yes you can customise currencies and measurement systems per project. Here is a guide on how to do so.

Consider creating a new section in your schedule, or even a separate schedule labeled "Trades" or "Service Fees." Then, add in all your trades and their associated prices by entering them as "Custom Products" into the schedule.

Yes, you can! In the summary view, the schedule fields are default, but you can add custom fields in the detailed view. Just click the '>' button at the end of the product row to access the Custom Specs section, where you can add as many custom fields as needed. You can also include custom information in the notes section.

For a product with multiple components, you can now create and hide these individual products in your Schedule through our new "Hidden" status update. Under a new Section, create a new custom item for your built product, before adding in all of your additional components as custom items. For all components, simply navigate to the Product Status on the top right of your product line, and select the "Hidden" status. This will automatically hide the component products in all shared and exported views of your Schedule, as well as removing these costs from all financial totals. You can now simplify your component-build products with the click of a button - reducing any potential confusion and streamlining your Schedule for your clients.

Absolutely! You can use the flexible 'Product Details' field to include location information. Plus, you can filter the schedule based on this field.

By default, our A3 setting is ideal for client presentations when printing. You can also share your schedule via our Client Dashboard or shared links, which always display the latest version. For tablet or screen presentations, presentation mode provides a clean, card-based view.

Yes, you can. By enabling the "Add Mark-up" feature in your schedule, it will display additional pricing fields for calculating your client's price. Your client will only see the RRP and Client price, not your trade pricing, profit, or mark-up percentage.

We offer a 'Flags' feature to highlight significant updates or revisions in your products. Adding a flag will create an orange highlight with a custom note below the item in your shared and exported schedules. To add a flag, click the three dots at the end of the product row, choose 'Add a Flag,' and customise it as needed.

If certain products aren't appearing in your quote request emails, it might be because they have a status that's excluded from quote requests. This status is typically applied after issuing quotes to prevent duplication. To send a quote request for such products, change their status to 'Draft,' 'In Review,' or 'Selected.' This adjustment should allow you to proceed without any issues.