Katipolt

Austin Rasmussen

Help with creating Quotes or Variations to Quotes

Quoting

How to add a Quote then Save as Quote OR Save as Estimate

Quote/Estimate (Add - Edit)

Quote - Manual Sections (Add - Edit)

How to add or edit Kitsets, Product Quote Lines and Ad Hoc Lines to a Quote's Manual Section

Quote - Kitsets/Quote Lines (Add - Edit) - Manual Sections

How to add a Quote Plan Section/Plan(s) from Visbuild

Quote - Plan Sections from Visbuild (Add - Edit)

How to add or edit Kitsets and Product Quote Lines to a Quote's Plan Section

Quote - Kitsets/Quote Lines (Add - Edit) - Plan Sections

How to Edit the Margin or Pricing of a Quote

Quote - Margin (%) and Total Price (Overview-Edit)

How to change your Quoting Labour Cost/Sell Price

Quote - Quoting Labour Cost/Sell (Edit)

How to update a Quote or Variation's pricing to use Today's Costs

Quote - Update Costs (Reset Unit Pricing)

How to import Supplier Quoted Contract Pricing for your Quote

Quote - Import Supplier Quoted Contract Price File

How to order the Details and Plan Sections, Layers and Quote Lines of a Quote PDF

Quote - Reorder a Quote's Sections, Quote Lines, Plans and Layers

How to change your Quote PDF's Wording, Provisional Sums, Payment Terms and Inclusions & Exclusions

Quote - PDF Configuration for Submission

How to see on your Dashboard Quotes that are Unsent, Overdue or need Follow-Up

Quote – Manage Quote Submissions

How to send your Quotes digitally and have them Accepted digitally

Quote - Digital Quotes

How to add a Variation to an Accepted Quote or Accepted Variation

Quote – Variation (Add)

Quotes

An overview of the Visbuild Window and its Features

Visbuild - Overview

Visbuild Tools & Options to use when creating Quotes from Katipolt’s dedicated Visual Quote Builder

Visbuild - Tools & Options (New UI)

How to upload your plans to get the Quote Pricing as you want it

Visbuild – Plan Structuring (Sections/Plan Images/Layers)

How to tidy up your Plan Images when uploading Plans OR after they are uploaded

Visbuild - Plan Image Edit/Clean Up Tools

Visbuild - Single Plan Images Upload

How to upload a Multi-Page Plan Image PDF to Visbuild

Visbuild - Multi-Page Plan Image PDF Upload

How to replace a plan On a Quote or As a Variation

Visbuild - Replace Plan

Visbuild - Kitsets (Add - Replace)

How to give a Kitset or Quote Line a Quantity

Visbuild – Kitsets/Quote Lines Qty's

How to identify Plan Symbols on a plan and place Katipolt Kitsets on them

Visbuild -Symbol/Kitset Match Feature

How to build a Library for regularly used Kitsets so they are quick to find

Visbuild – Kitsets – User Owned Libraries (Add – Edit)

How to Group Kitsets and save to a User Owned Library for future use

Visbuild - Kitsets (Groups)

How to add lines to a plan and/or use those lines to scale from your plan

Visbuild - Polylines & Scaling

Visbuild

How to change the brand or brands of the Kitsets of your Quote

Quote - Kitset Brand (Change)

How to fix the Sell Price of a Product or Kitset for a Job (Quote) or Customer(s)

Quote - Product/Kitset Fixed Pricing (Add - Edit - Delete)

How to edit a Kitset on a Manual or Plan Section

Quote - Kitset (Edit) - Manual/Plan Section

How to globally substitute the product(s) of Kitsets

Quote - Kitset Product Substitution

How to add or edit a Quote Line on a Manual or Plan Section

Quote - Quote Lines (Add - Edit) - Manual/Plan Section

How to view a list of the Labour and Materials of your Quote and/or Variations

Quote - Bill of Materials (BOM)

How to Add Section Descriptions to a Quote Section to better describe/itemize what the Section covers

Quote - Section Descriptions (Add - Edit) - Manual/Plan Sections

How to make a copy of a Job, or Job and first Quote

Quote - Clone Quote

How to Download Quote and/or Plans or Save Quote and/or Plans to make available to view on the Katipolt Mobile App

Quote - Download/Save Quote and/or Plans

How to have a second party make a financial contribution to a Quoted Job

Quotes - Quote Contributors

General

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