Cottage
Header/Footer
Click on the Header/Footer tab. Edit the Header/Footer with a standard message that you want to show (optionally) on your quotes. The Header/Footer cover all your generic information that applies to all builders, for specific notes relating to the ...
Reports/Invoices
Reports & Invoices 1: List Quotes - (1) Select List Quotes (reports preview ticked), then click print. If you do not want to print click ESC. 2: Print/Email Quote - (1) Select Print/Email Quotes, (2) Select Quote No, (3) Select Type required, (4) ...
Rate Schedules
Select Initiate, Cottage System, Rates Schedules. If the screen shows an existing schedule, edit it to suit your own purposes. If there is more than one schedule select the one you want to work on by clicking on the schedule number in the left hand ...
Take Off
Take Off screen Firstly, in the Details screen, select the quote that you want to take off, then Click on the Takeoff tab. In this screen simply enter the quantity for each item pressing <down-arrow> each time. Any item that you leave blank in the ...
Details
Details Screen This screen is where all the initial information about the client & job are entered: To add a new quote, click the Add button at the bottom of your screen and press enter 3 times, this will open your client finder field where you ...