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)

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 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 Contract Pricing for your Quote

Quote - Import Supplier Contract Quotation Price File

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

Quote - Reorder a Quote's Sections, 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 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 (New UI)

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

Visbuild - Plan Image Edit/Clean Up Tools

Visbuild - Single Plan Images Upload

How to upload a multi page PDF to Visbuild

Visbuild - Multi Plan Images PDF Upload

Visbuild - Kitsets (Add - Replace)

How to give a Kitset or Quote Line a Quantity

Visbuild – Kitsets/Quote Lines Qty's

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

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

How to view 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