Quoterite Training Videos.
Everything your team needs to plan, collaborate, organize and deliver projects on time with our easy to follow training video guides.
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Account set-up 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.

Logging in, Your support options, Tip Sheets
Tax and auto price rounding, Date and time, Company 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.
Product settings overview, Accessing your brands, Open a brand and activate products
Setting up your scheduler view, Creating a lead, Creating an appointment from a lead, The appointment card, Creating an appointment in scheduler
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.
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.
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.
(Coming soon) Tasks overview, creating a task, managing tasks, task settings.
(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.
Smart Quote setup, Smart Quote customer interaction.
(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.
(Coming soon) How does a check measurer or installer use the measure and install sections.
(Coming soon)
Getting Started videos
Getting Started Tip Sheets
Our tip sheets are helpful tools to get you started, but it’s really important that we do an initial settings/training session before you go live with the system. Before going live, please remember to use the Google Chrome browser.
2.2 Logging in
2.3 How to get help
System Settings videos
System Settings Tip Sheets
3.1 Company Settings
3.2 Setting Up Payment Methods, Gateway and Deposit %
3.4a Tax Settings & Price Rounding (AU, NZ, UK)
3.4b Tax Settings & Price Rounding (US, CA)
3.5 Setting Up Your Lead Source List
3.6 Setting Up Your Window Names and Designations
Before going live, please remember to use the Google Chrome browser.
Basic Product Settings videos
Basic Product Settings Tip Sheets
Before going live, please remember to use the Google Chrome browser.
Scheduler videos
Before going live, please remember to use the Google Chrome browser.
Quoting 101 videos
Quoting 101 Tip Sheets
6.1 Starting A Quote From An Appointment
6.2 Creating a New Quote from Quote List Page
6.3 Adding Windows to Your Quote
6.4 Adding Multiple Windows Quickly
6.5 Adding Products to Your Quote
6.6 Managing Prices
Before going live, please remember to use the Google Chrome browser.
Workflow 101 videos
Advanced Quoting videos
Before going live, please remember to use the Google Chrome browser.
Product Settings (Advanced)
This section is coming soon …
Product Settings (Advanced) Tip Sheets
9.8 Markup Vs Margin
Before going live, please remember to use the Google Chrome browser.
Workflow Manager (Advanced)
This section is coming soon …
Before going live, please remember to use the Google Chrome browser.
Tasks
This section is coming soon …
Before going live, please remember to use the Google Chrome browser.
Reporting
This section is coming soon …
Before going live, please remember to use the Google Chrome browser.
Drape (Curtain) Tool & Soft Furnishings
This section is coming soon …
Before going live, please remember to use the Google Chrome browser.
Smart Quote
Before going live, please remember to use the Google Chrome browser.
Advanced Settings
This section is coming soon …
Before going live, please remember to use the Google Chrome browser.
Accounting Package Integrations
This section is coming soon …
Accounting Package Integrations Tip Sheets
Before going live, please remember to use the Google Chrome browser.
Measure & Install
This section is coming soon …
Before going live, please remember to use the Google Chrome browser.
Master Console
This section is coming soon …
Before going live, please remember to use the Google Chrome browser.