User Guide

Table of Contents

User Guide

Welcome
Getting started
- Starting a new quote
- General project details
- Linking companies to a project
- Adding contacts to a company
- Attaching your files
- Adding internal and external notes
Working with Sections (Items)
- Dividing a project into Sections
- Opening a Section and adding parts
- Adding, copying and deleting Sections
- Renaming Sections
- Switching between different views
- Updating Section quantity and values
- Setting Sections as optional
- Reordering Sections
Working with parts
- Adding parts
- Deleting parts
- Using cut, copy and paste
- Using the clipboard
- Using kits (assemblies)
- Importing & exporting parts
- Switching between different views
- Switching to a different Item
- Reordering parts
- Updating part quantity and values
- Adding notes to a part
- Changing cat / local parts to specials
- Assigning a supplier to a part
- Using different labour types
- Copying discounts to multiple parts
- Updating prices for cat / local parts
- Locating cat / local parts
Your local database
- How to create a local database
- Import from excel into a local database
Setting up install times and discounts
- Applying install times and discounts
- Sharing install times and discounts
Price buildup
- Understanding price buildup
- Cost prices
- Overhead and profit
- Preliminaries, extras and MCD
- Tender sell
- Provisional sums
Creating and managing reports
- Organizing reports
- Printing and exporting reports
- Emailing reports
Organizing folders
- Adding, renaming, deleting folders
- Moving folders
- Repositioning folders
- Sharing folders
- Changing shared folder permissions
- Removing users from shared folders
Organizing files
- Opening a file
- Copying files
- Moving files to different folders
- Exporting files
- Deleting files
- Import files from Electrika Desktop
- Changing project status
- Managing follow-ups notes
- Searching for files
Organizing companies and contacts
- Adding a new company
- Adding a new contact to a company
- Moving contacts between companies
- Updating or deleting companies
- Updating or deleting contacts
- Setting up a default address column
- Copying companies
- Moving companies
- Linking companies to a project
- Setting a default company or contact
- Importing and exporting contacts
- Searching companies and contacts
Managing different currencies
- Setting up your currency
- Files with different currencies
- Currency conversion

Download as PDF

Deleting a labour type

How do I remove a labour type?

Click on to delete a labour type.

Editing the labour type

Setting a default labour type

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