Katipolt

Simon Wilson

Austin Rasmussen

Help with setting up your Staff, document wording, headers, footers etc.

Company Settings/Staff/General

Staff (Add – Edit)

How to enter the Companies Default Normal Working Hours and Edit for the individual Staff Member

Staff Normal Working Hours (Enter Default - Edit)

How to add, assign or edit Roles to set Staff Member permission levels

Staff Roles/Permission Levels (Add - Assign - Edit)

How to allow or remove Staff Member Access to Katipolt Desktop

Staff Access Level Desktop (Allow - Remove)

How to add another Registration Class's "Registration Number" for use on CoC/ESC's

Staff – Certificates – CoC/ESC Multiple Registration Classes (Add – Edit)

Need to reset your password for your Microsoft account?

How to reset your Microsoft password

Selection of an Email Username for Office Staff

Staff – Email Username (Office Staff Selection)

How to change a Staff Member Email Username

Staff - Change or Remove an Email Username

How to re-use a Staff Member Email Username on another Staff Member

Staff - Re-use Email Username

Staff (Remove)

Staff

How to manage your Dashboard to keep Tidy

Dashboard Overview

Customise the Dashboard to suit what you want to see when you login

Dashboard (Customise View)

How to set the Default Pricing Rules at Company Settings, Customer and/or Job

Pricing Rules (Set Default - Edit)

Fixed Pricing (Products - Kitsets)

How to set the Invoice defaults, including Bank Account and GST number for displaying on Sales Invoices

Invoice Settings (Set Defaults – Edit)

How to set the Default Quote Send and Follow Up Dates, and the Default Document Presets and Email Templates for Quotes

Quote Settings (Set Defaults - Edit)

How to set the Visbuild Default Layer, Section and Plan Names, and Watermark Text

Visbuild Settings (Set Defaults - Edit)

How to change the look of your Sales Invoices and Progress Claims

Invoice Layouts (Set Default)

Quote - Layouts (Set Default)

How to select or add new Payment Terms for use on Invoices or Quotes

Payment Terms (Set Default - Add - Edit)

How to Set Defaults or Add an Inclusion and/or Exclusion (Tag)

Inclusions and Exclusions (Tags) (Set Defaults - Add - Edit)

How to enter and set the default Email wording of Emails

Email Settings Templates (Enter - Edit)

Email Themes (Set Default)

Email Sending & Replies

How to track and view your Email Activity

Email Tracking and Activity

Why emails are going to spam and what you can do about it

Email Deliverability

How to use SMS Messaging and create message templates

SMS Messaging and Templates (Enter - Edit)

How to set up a Document's content and view (how it will display) for Quotes, Sales and Order Documents

Document Settings Presets (Enter - Edit)

How to add your Company Bank Account Name to an Invoice's Payment Advice Section

Sales Presets (Add Bank Account Name)

How to upload or change your Company Branding (Banner or Logo)

Company Branding (Upload - Change)

How to make a Company Banner or Logo Image and a Signature Image to upload

Company Branding and Signatures (Make)

How to add Files so they are available as attachments to emails

Company Files (Available Attachments for Emails)

How to make Files (documents, photos and plans) available to view on the Katipolt Mobile App

Company Files (Available for viewing at Katipolt Mobile App)

Forms (Structure/Data Elements)

How to build a Form from scratch or using a Template

Forms (Create - Publish - Allocate)

How to make Forms available as attachments to emails

Forms (Available Attachments for Emails)

Timesheet Codes (Add - Edit)

Pricing Rules (Add – Edit)

How to Toggle "On" a Brand so it can be seen in Dropdowns, and/or Set the Default Brand

Brands (Toggle "On" - Set Default - Edit)

How to set your Default Filters and Columns view of List Views

List Views (Set Default View)

How to Filter Lists to Customise List Views then Save OR Download as Reports

List Views (Filter to Customise - Reports)

How to internally communicate and have work/job related discussions

Discussions/Comments/Notifications

How to Add, Enable, Un-enable or Rename options to Job Stage Picklists

Picklists (for Jobs Stages)

Help with setting up your General Business Settings

General

Find answers and get help from Intercom Support and Community Experts

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