Katipolt

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/Kitset at a Quote

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

Austin Rasmussen

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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