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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
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Enabling/disabling client changes
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Larger presenter/sales person user profile icon
Adding Terms and Conditions To Your Proposal
Printing or downloading a proposal as PDF
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Showing dimensions on assemblies in the presentation
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Presentation translations/internationalization to client languages
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How to set a default message when sending a quote or change order
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Changing the project manager
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Pre-Tax Breakdown
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Exporting a materials take-off list
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Exporting a quote/project into Excel/spreadsheet
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How to add a discount
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Require your sales people to include floorplans/drawings
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Calculate weight of material items
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Adding a fee based on cost, price, profit, weight or hours
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How to change the client associated with a project
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Changing company-wide markup or margin
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Adjust project-wide margin
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Using the Calculator
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Labor types
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Disable auto save on quote
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Unlink / unsync / unsave item or assembly in a quote
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How to block your client from seeing their proposal without deleting it
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Subcontracting, work-orders, purchase-orders, scope of work docs
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Grouping total profit as "management fee" in the proposal.
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Change the Address Associated With a Proposal
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Duplicate a Proposal
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Client Authorization File
User, groups and permission management
Client management
Accessibility
Leads and lead forms
Vendor payments
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Quick-start guide
Updates
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Webhooks
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Exporting for Sage Accounting Software
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Client Chat
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AutoCost
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Adding Selection Items to Your Estimate & Proposal
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Searching for Users or Sales People Using Pipeline & Getting Reports
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Troubleshooting articles
Accepting invoice payments through CostCertified
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How-to articles
Blogs
CostCertified Support
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Project details and settings
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Proposal/quote presentations
Summarize
Proposal/quote presentations
Mike OB (Unlicensed)
Owned by
Mike OB (Unlicensed)
Dec 15, 2020
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Mike OB (Unlicensed)