This Help Article covers:
General/Overview:
The Katipolt Dashboard Window will display the number of Quotes that are “To Send”, how many of those are “Overdue” sending, and how many need “Follow Up”.
The Quote's Default "Quote Days To Send" and "Quote Days Follow Up" are set at Company Settings. These can be overridden at the Quote when adding a Quote or sending a Quote.
Setting the Defaults for “Quote Days To Send” and “Quote Days Follow Up”
From Company Settings > Defaults Top Tab> Quotes Expandable, Enter the days in the “Quote Days To Send” and “Quote Days Follow Up” fields
To view Quotes that need “Sending” or “Follow-Ups”
From your Katipolt Dashboard Window, Click on the Chart's “tower” or a Tile to display a filtered list of Quotes that are “To Send”, including “Overdue” sending or that need “Follow Up”
To display in “Unsent” and “Overdue” tower
From the Quote Window, Check/Edit the “Date To Send*” field
💡 TIP: If the Quote has not been Sent, and if the Date To Send is after today, the Quote will display in the "Unsent", if the Date To Send is before today, the Quote will display in "Overdue".
To display in “Follow Up” tower when emailing
When emailing, when [SEND] is Pressed, the Follow-Up Date Popup displays, Check/Edit the Date to Follow Up* then Press [CONFIRM] to return to the Quote Overview Window
To display in “Follow Up” tower when printing & hand delivering or downloading
When Printing or Downloading, from the Quote Overview Window's "More" (3 dots) menu, Select the option “Mark as sent” to display the Follow-Up Date Popup, Check/Edit the Date to Follow Up* to follow up then Press [CONFIRM] to return to the Quote Overview Window
Following a Follow Up if you need to Follow Up again
From the Quote Overview Window, Enter a new “Date to Follow Up” Date
To remove from the Follow Up Display
From the Quote Overview Window, either:
Cancel the Quote,
Decline the Quote, or
Accept the Quote
💡 TIP: When Cancelling or Declining, you can change the Job stage to Cancelled, or if the Quoted Job is now to be a Charge Up Job, change the Job stage to In Progress.