Step 17 – How to Add a Second Job for an Existing Customer

Step 6 – How to Add Notes & Attachments to a Quote

Step 16 – How to Schedule an Installation Appointment

Step 15 – How to Update a Purchase Order When a Shipment Is Received

Step 14 – How to Create a Purchase Order (PO)

Step 13 – How to Create a Supplier

Step 12 – How to Change Job Status

Step 10 – How to Send a Quote

Step 11 – How to Approve a Quote

Step 9 – How to Print a Quote

Step 8 – How to Use the Save Button & Why It Matters

Step 7 – How to Add Fitting Charges & Discounts

Step 5 – How to Group, Rearrange & Copy Quote Items

Step 4 – How to Create a Quote

Step 3 – Understanding the Customer Story Timeline

Step 2 – How to Block Appointment Availability

Step 1 - How to create a customer?