Templates - IRBS_Help

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Templates







 Item   Description\Notes
     
 Site-specific Purchase Orders Templates    
 Default Proposal Format to be Used     Click on the drop down arrow to choose a Proposal format to be used
 Default Job Contract/Proposal Document     Click on the drop down arrow to choose a Job Contract/Proposal Document
 Default Change Order/ Misc Proposal Doc     Click on the drop down arrow to choose a Change Order/ Misc Proposal Doc
 Default Lead Qualifier Document     Click on the drop down arrow to choose a Lead Qualifier Document
 Default Budgeting Estimate Document     Click on the drop down arrow to choose a Budgeting Estimate Document
 Default Internal Use Item Notes Document     Click on the drop down arrow to choose a Internal Use Item Notes Document
 Default Warranty Work Document     Click on the drop down arrow to choose a Warranty Work Document
     
 Proposal Item Column Settings    
 Move Down        Click to move down selected item/s
 Move Up      Click to move up selected item/s




See also

General Info
System Info
Estimating
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