Creating a new order
Worflow Configuration
Markup grid configuration

Configuration checklist

New Order Work Order Grids Markup Grids Workflow Grids Catalog Grids
Customize PDF Company Setup Customer Setup Procedures Setup Customer Portal

1. Clicking the 'Add Customer' button will bring up the quick customer add window.
2. Clicking the 'Upload .csv' button allows the upload of the .csv template created from the 'Create .csv Template' button.
3. Clicking the 'Upload QuickBooks File' button allows the upload of your 'Customer List' .iif file.
4. Click the '+' icon to drill into a customers details.
1. The customers details.
2. The customers contacts
3. The customers file library.
4. The customers order history.