12 articles tagged as “quotes”:

• Batch Downloads

  A brief explanation of the batch downloading system for WorkPal

  Published in:  Data Export/Import

• Create a Job from a Quote

  How to turn a Quote into a Job

  Published in:  Quotes

• Create a Quote

  How to create Quotes on Desktop and Mobile

  Published in:  Quotes

• Creating a Job/Quote for a Client that does not exist on WorkPal

  Our recommended workflow for adding Jobs/Quotes on Mobile for Clients that have not been added to your system yet

  Published in:  Frequently Asked Questions

• Deleted Items

  How deleted items are processed and how to recover them

  Published in:  Frequently Asked Questions

• Exporting Data

  A guide on the various ways to extract data from WorkPal

  Published in:  Data Export/Import

• FE Codes

  How to use Fast Entry Codes to add Tasks to Jobs / Quotes / Invoices etc.

  Published in:  Jobs

• Part Codes

  How to use Part Short Codes to add Parts to a Job / Quote / Invoice etc.

  Published in:  Quotes

• Quote / Invoice Sign-Off

  An explanation of the Sign-Off feature

  Published in:  Invoices

• Quote Templates

  How to create and use a Quote template

  Published in:  Advanced Workflows

• Quotes on Mobile

  A guide to creating Quotes on Mobile Devices

  Published in:  Quotes

• Quotes/Invoices Preferences

  A walkthrough of the Preferences available for Quotes and Invoices

  Published in:  WP Preferences