SalesINSIGHT

Quoting, Invoicing, Inventory and more

R Jen avatar Natasha Tyrrell avatar +1
44 articles in this collection
Written by Richard Walker, Jen, Natasha Tyrrell and 1 other
Quoting

Getting started with Quoting

Setup your quoting workflow in FieldInsight
Jen avatar
Written by Jen
Updated over a week ago

How to create a Quote

How to create a quote and send it to your customer from the office
Jen avatar
Written by Jen
Updated over a week ago

Add a contact on to a Quote for an Account Customer

Does a particular person in an Account customer need to be on your quote? You can now add them in .
Sarah avatar
Written by Sarah
Updated over a week ago

Create a quote quickly with Item Packages

Learn how to quote quickly and efficiently with packages.
Sarah avatar
Written by Sarah
Updated over a week ago

Quote sections

How to use quote sections and create POs, invoices and jobs from quotes
Jen avatar
Written by Jen
Updated over a week ago

Accept Quote button workflow

Add a button for your customer to click to accept quotes
Jen avatar
Written by Jen
Updated over a week ago

Manage your quote pipeline

There is a system field that allows you to easily see when quoted works are due to start.
Sarah avatar
Written by Sarah
Updated over a week ago

Turn your quote into one or more Invoices

How to take a deposit from your accepted quote and split your quotes into part payments over several invoices
Jen avatar
Written by Jen
Updated over a week ago

How to manage Quote Statuses

FieldInsight makes it easy to manage the statuses of all your quotes
Sarah avatar
Written by Sarah
Updated over a week ago

Custom rates for Account customers

How to set custom rates for an account customer
Jen avatar
Written by Jen
Updated over a week ago

Sales rep owner field

Assign a sale rep to a contact customer owner field to specify the Sales rep
Jen avatar
Written by Jen
Updated over a week ago

Quoting: How to create and customise your quote templates

Add your logo, add job photos, and change the job information on your quotes
Jen avatar
Written by Jen
Updated over a week ago

Customer notes on Quotes, Invoices and reports

How to add template customer notes that you can edit before sending the quote
Jen avatar
Written by Jen
Updated over a week ago

Sales price including or excluding tax

Item sales price including or excluding tax
Jen avatar
Written by Jen
Updated over a week ago
Inventory

Import Product items to Inventory

Import your product list to FieldInsight
Jen avatar
Written by Jen
Updated over a week ago

How to add Service items

Adding Service items to your account will make processing jobs and invoices much easier and is part of our end to end workflow
Sarah avatar
Written by Sarah
Updated over a week ago

What is an Item Status used for?

Sarah avatar
Written by Sarah
Updated over a week ago

What are product statuses used for in inventory?

Sarah avatar
Written by Sarah
Updated over a week ago

Allow technicians to edit a Inventory status on the mobile app for your stock control

If you are using FieldInsight to help track your Inventory items techs can update the status of these items in there vans for stock control
Sarah avatar
Written by Sarah
Updated over a week ago

What is the Manufacture setting on products and how do I use it?

Add in the manufacture of your product items to indicate which manufacturer they are from.
Sarah avatar
Written by Sarah
Updated over a week ago

QR code scanning for Inventory Items

Scan QR codes to quickly add products to jobs using the camera on your smartphone - no scanner required
Jen avatar
Written by Jen
Updated over a week ago

Add warehouses (stock locations) to your product items.

Keep track of where your items are in FieldInsight by adding them to a warehouse (location)
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Written by Richard Walker
Updated over a week ago

Managing your stock levels in the warehouse or vans

Essential information about tracking your inventory in FieldInsight
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Written by Richard Walker
Updated over a week ago

Inventory: Managing Your Services

Essential information about tracking your services in FieldInsight
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Written by Richard Walker
Updated over a week ago

How to add Inventory Items

Adding inventory to your account will make processing jobs and invoices much easier and is part of our end to end workflow
R
Written by Richard Walker
Updated over a week ago

Troubleshooting for SalesINSIGHT

Common problems and solutions for quoting, invoicing, reports, purchase orders and bills
Jen avatar
Written by Jen
Updated over a week ago