Quotec Menu

See below a complete walk through of the Quotec Menu. Click on the link to find more information about a section.

The Quotec menu is split into six main sections to make finding what you need easy.

Quick Links

Calendar	View the tasks to be completed each day by individual users and an overview of tasks over upcoming month. Also found under My Work
New Job	Start designing a new job
New Customer	Add a new customer to your database with all their relevant information
Jobs	Search through all existing jobs: new, quoted, purchased and declined. Search using job #, customer name/ number, job status or created date. Also found under My Work

The items section is split further into Freight, Ordering/ Pricing, and Import/ Export.

Freight Postcodes	Individually allocate and edit postcodes to courier zones
Import Freight Postcodes	Bulk allocate files of postcodes to courier zones
Freight Sets	View and create freight sets for your suppliers
Freight Prices	Assign prices to your existing freight sets
Areas	Add and edit existing areas to allow localised pricing
Suppliers	Add suppliers and edit existing information including contact and ordering preferences
Order Category Suppliers	Assign the suppliers you would like to use and edit consolidation preferences
Cost Updates	View and deploy price updates for Quotec’s supplier network
Order Codes/ Costs Export	Export files with all codes and pricing in the system for a supplier to use to make changes
Order Codes/ Costs Import	Prepare for future price rises and apply edits to codes and prices
Item Names Export	Create a data file with all item names to use to make changes
Item Names Import	Import your edited file to apply adjusted names in the system

Jobs	Search through all existing jobs: new, quoted, purchased and declined. Search using job #, customer name/ number, job status or created date. Also found under Quick Links
Customers	Find, create or edit details for any of your customers (past or present)
Calendar	View tasks to be completed each day by individual users and an overview of tasks for upcoming months. Also found under Quick Links
Purchase orders	Search through all existing purchase orders to find information for a specific order
Order Review	Check which orders are behind schedule
Sales Notes	View all sales notes made by each user on a customers' page
Emails	View the emails you have sent from Quotec and their status
Milestone Sets	View, edit and create new milestone sets to reflect your company’s processes
Construction Prices	View and edit your company’s construction prices for accurate quotes

My Profile	Update user contact information and their roles in the system
My Company	View and edit your company information as well as proposal, online designer, and pricing details.
Users	Search active and inactive users, edit their contact details and the roles they can perform within Quotec, and deactivate users
Branch Offices	View, add and edit your company’s branches
System Configuration	Edit the system designer defaults - including footing bracket preference
Building Categories	Customise each building category including the default margin
Email Types	Edit the recipients and content of emails sent from Quotec
Subscription Plan	View and edit your current subscription plan
Payment Method	View and edit the card on file for Quotec payments
Account Transactions	View your payment history with Quotec
HandyPay	Check out the HandyPay payment plan option

Support	Find information about what to do and how to contact us when you need extra support
Videos	Find walk-through videos for some of our key system processes