5523 Indian Trail Fairview Rd.
Indian Trail, NC 28079
Hello, Rich Cincotta!
Client:
X
Quote No:
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Application Settings
Adjustment %
Labor Sales $ Per Hour
Labor Cost $ Per Hour
labor cost $ per hour
Default Gross Margin %
gross margin %
Make default GM% active?
Default GM% for Items in Individual Items Section
Default value for the GM% on Items in the Indvidual Item section
Billing Item No
Commission Item No
commission item to be added to Quote detail
Additional Labor Item No
default labor item to be used to create a Labor Item to add to quote
Miscellaneous Item No
Item Number to use for Changes to Sales Price
Require Quality Level Notes
Set the Require Quality Level Notes to true to alert user that they need to add the Quality Level notes for each quality level on a proposal.
--Select value--
FALSE
TRUE
Default Lead Status
default status used in Leads list
--Select value--
All Statuses
All Open Statuses
Blitz
Confirmed
Dime
Followup1
Followup2
Nickle
Open
QSUB
Scheduled
Default Lead Department
Default department to use on Leads Page
--Select value--
B1 Commercial Services
B1 Electrical
B1 HVAC Installations
B1 HVAC Services
B2 Commercial Services
B2 Electric
Landscape
Routing 3rd Shift
All Departments
<G> HVAC
-- B2 HVAC Res Installations
-- B2 HVAC Res PM
-- B2 HVAC Res Services
<G> Office
-- B1 Maintenance
<G> Plumbing
-- B1 Plumbing Service
-- B2 Plumbing
Default List Proposal Status
default status used in Proposal List
--Select value--
All Statuses
All Open Statuses
Blitz
Confirmed
Dime
Followup1
Followup2
Nickle
Open
QSUB
Scheduled
Default Proposal Department
Default department on Proposal Page
--Select value--
B1 Commercial Services
B1 Electrical
B1 HVAC Installations
B1 HVAC Services
B2 Commercial Services
B2 Electric
Landscape
Routing 3rd Shift
All Departments
<G> HVAC
-- B2 HVAC Res Installations
-- B2 HVAC Res PM
-- B2 HVAC Res Services
<G> Office
-- B1 Maintenance
<G> Plumbing
-- B1 Plumbing Service
-- B2 Plumbing
Proposal Accepted Status
status used when proposal is accepted
--Select value--
All Statuses
All Open Statuses
Blitz
Confirmed
Dime
Followup1
Followup2
Nickle
Open
QSUB
Scheduled
Proposal Sent Status
default status used when Proposal is Sent to Customer
--Select value--
All Statuses
All Open Statuses
Blitz
Confirmed
Dime
Followup1
Followup2
Nickle
Open
QSUB
Scheduled
Payment Mismatch Status
status used when payment doesn't match amount due on the Order
--Select value--
All Statuses
All Open Statuses
Blitz
Confirmed
Dime
Followup1
Followup2
Nickle
Open
QSUB
Scheduled
Notification Days
Enter the number of days to wait before sending a Proposal Expiration Notice email
Expiration Days
Number of days before a non-accepted proposal will expire
Quote Document Types
Comma-delimited string of file types which limits the types of files allowed to be uploaded to the Documents tab in Servman (executable files are not permitted and will not be uploaded)
Email Subject
Email Text
Below is a link to the proposal that we discussed. Please review the proposed elements and select the desired option.
Email Attachment
Print format to attach to client emails
Confirmation Email Subject
subject of confirmation email
Confirmation Email Text
confirmation email text
Your proposal acceptance has been received.
Company Logo
url to be used in email logos
Proposal Introduction
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur non malesuada orci. Curabitur massa diam, pulvinar non ultricies at, molestie ut elit. Donec pellentesque metus lacus, ac pulvinar justo finibus eget. Sed placerat congue lorem. Nulla facilisi. Sed ultrices, nisl semper placerat dictum, urna erat vehicula ligula, eget porttitor mauris.<br><br> Lorem ipsum dolor sit amet, consectetur adipiscing elit. Vivamus gravida nec dolor sed commodo. Nulla molestie lectus risus, id venenatis quam posuere ac. Maecenas id lorem ullamcorper, gravida metus venenatis, porta sem. Proin id convallis arcu. Morbi et sem erat. Nam nunc mauris, tristique eu enim et, vestibulum ultricies dui. Etiam vel lacus aliquet, bibendum augue ac, vehicula ligula. Morbi.";
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