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Knowledgebase : FAQ's
To view Archived Proposals simply go to your user dashboard and select the ARCHIVED Tab Here you can view all of your Archived Proposals. If you have access to other users you will see their Archived proposals under "My Employees" Archiving the job...
Latest Pricing is used to update an old quote after the pricing in your Accounting or WeSuite Database changed. To get latest pricing: Step 1: Select all rows you would like to update by clicking the leftmost column of your parts. ( As shown in the sc...
There are 2 main reasons why you might not be able to add labor. 1) Auto Calcualte Hours from Parts is set to "ON". The AutoCalculate Hours Function will calculate your labor based on hours already associated to individual parts. Labor can be added to p...
If you are experiencing a proposal document with missing information (Contact Name, Address ) This issue is often caused by a missing contact on the job. To check the customer information on the job we will: 1) Make sure you have the estimate you ar...