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CostCertified Fundamental Skills
CostCertified Knowledgebase
PDF / document template editing
Item editing, importing and exporting
Creating and updating sales tax / VAT
Troubleshooting
Assembly building strategies
Project details and settings
Proposal/quote presentations
Changing the project manager
Pre-Tax Breakdown
Exporting a materials take-off list
Exporting a quote/project into Excel/spreadsheet
How to add a discount
Require your sales people to include floorplans/drawings
Calculate weight of material items
Adding a fee based on cost, price, profit, weight or hours
How to change the client associated with a project
Changing company-wide markup or margin
Adjust project-wide margin
Using the Calculator
Labor types
Disable auto save on quote
Unlink / unsync / unsave item or assembly in a quote
How to block your client from seeing their proposal without deleting it
Subcontracting, work-orders, purchase-orders, scope of work docs
Grouping total profit as "management fee" in the proposal.
Change the Address Associated With a Proposal
Duplicate a Proposal
Client Authorization File
User, groups and permission management
Client management
Accessibility
Leads and lead forms
Vendor payments
Quick-start guide
Updates
Webhooks
Exporting for Sage Accounting Software
Client Chat
AutoCost
Adding Selection Items to Your Estimate & Proposal
Searching for Users or Sales People Using Pipeline & Getting Reports
Troubleshooting articles
Accepting invoice payments through CostCertified
How-to articles
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How to change the client associated with a project