Quoterite Training Videos.

To learn more about how to use Quoterite, please refer to our training videos below, or connect with support for additional personalised assistance.

1. Introduction

Logging in, Your support options, Tip Sheets

2. Getting Started

Tax and auto price rounding, Date and time, Company settings

3. System Settings

Company settings, Set up payment methods, Set date and time format, Set tax price rounding, Setup/Check your lead source list, Setup your window names, Check/Add a new employee.

4. Basic Product Settings

Product settings overview, Accessing your brands, Open a brand and activate products

5. Scheduler

Setting up your scheduler view, Creating a lead, Creating an appointment from a lead, The appointment card, Creating an appointment in scheduler

6. Quoting 101

Creating a new quote from an appointment, Creating a new quote from Quote List Page, Adding Windows to Your Quote, Adding multiple windows quickly, Adding products to your quote, Managing Prices, Sending Your Quote to the Customer, Using Quick Quotes, Managing your quote list, Turning the keypad on and off.

7. Workflow 101

Overview, Converting a customer quote to a go ahead order, Taking a deposit or final payment for a go ahead order, Scheduling a check measure, Revising an order, Order items from your vendors, Receive items from your vendors, scheduling an install, update the status of a job.

8. Quoting (Advanced)

Duplicate products with different options, quote multiple products with different measurements on the same window, Batch update an option for the same product across all windows, How to use extras and notes sections, How to use custom product, How to do a double or triple blinds, View your costs, GP and GP%, How you can send out option a/option b quoting.

9. Product Settings (Advanced)

(Coming soon) Freight and install button, Quote surcharges button, Cost paddings button, Advanced settings button, How to make fields mandatory, How to make default values appear, Using markup Vs margin, How to use pricing tiers, Charge specific freight/install for selected options in a product, Set a maximum discount by product instead of by employee, Set maximum discount by product instead of by employee, How to hide product details displaying on your forms, Why is my pricing not matching?

10. Workflow Manager (Advanced)

(Coming soon) Message templates, setting up advanced searches, workflow monitoring and reporting features, using the assignment tag, adding tags, changing the payment button, locking an order, closing a job, split installs, split measures, updating ETAs when past ETA is displayed, custom measure and install statuses, managing measurers and installers who will stay on paper.

11. Tasks

(Coming soon) Tasks overview, creating a task, managing tasks, task settings.

12. Reporting

(Coming soon) How to access reporting, selecting a report to run, changing the order of reports, export a report, hide/display report columns, search filters – save as report, what if there is a report I want but can’t see.

13. Drape (Curtain) Tool & Soft Furnishings

(Coming soon) Drape/curtain tool setup, fabric and trim setup, how to quote a drape/curtain, how to order items from your vendors, other soft furnishings.

14. Smart Quote

Smart Quote setup, Smart Quote customer interaction.

15. Advanced Settings

(Coming soon) Using text editor, setting up your webform, setting up SMS – create Twillo account, setting up SMS (AU users), setting up SMS – integrate Twillo with Quoterite, SMS incoming messages, appointment confirmation and appointment reminders, set mandatory fields for appointments, contacts, etc., one click ordering, online ordering, user dashboard, company dashboard, import and export contacts, forgot password/reset password/enable 2FA, reporting issues with Screenrec.

16. Accounting Package Integrations

(Coming soon) How to integrate with Xero, MYOB, Quickbooks; options for when a sale is recognized/invoice generated, track your sales at product level, allocate payment types to different accounts.

17. Measure & Install

(Coming soon) How does a check measurer or installer use the measure and install sections.

18. Master Console

(Coming soon)