Quotec Live Help

Getting Started

• Quick Start | New User Guide
• Minimum Software Requirements

Quotec Basics

• Glossary
• Roles Overview
• Building Categories Cheat Sheet
• Quotec Designer
• My First Job
• My First Order
• Quotec Menu
• Quotec Fee Schedule
• Payment Methods

Help! I Got An Error Message

• Cannot Determine Pricing
• POA/ Problems Delivering To This Address
• Metroll Limitations
• Cannot Find Supplier

Jobs

• Customers
• Designing and Quoting Jobs
• Job Management
• Preferences
• Margins
• Building Categories
• Engineering Certification
• Custom Designs
• Templates

Purchasing & Ordering

• BOM & KIT Purchasing Structures
• Kit Users
• BOM Users
• Issues With Deliveries

Suppliers

• Supplier Information Page
• Default Supplier Configuration
• Use New Quotec Network Suppliers
• Adding a New Custom Supplier
• Order Category Suppliers
• Consolidation Settings
• Areas

Items / Pricing

• Price Updates
• Editing Item Names
• Construction Prices

Freight

• Setting Supplier Freight Preferences
• Q-Plates Freight
• Common Freight Set-Up
• Manual Freight Set-Up
• Different Freight Cases

Calendar

• Calendar View
• Tasks
• Task List

Company/ Users/ Config

• My Company
• Subscription/ Users
• Accounts
• System Configuration
• Head Office/ Branches
• Two Factor Authentication (2FA)

Emails

• Email Types
• Email Messages
• Order Emails
• Quote Emails
• Accounts/ Invoice Emails

Analytics

• Sales By Company
• Sales By Salesperson
• Production

Quotec Now

• Adding Quotec Now to Your System
• Include Construction Costs in Quotec Now Quotes

Engineering/ Construction

• Construction Guide

Release Notes

• Version 1.42 - Release Notes
• Version 1.41 - Release Notes
• Version 1.40 - Release Notes
• Version 1.39 - Release Notes
• Version 1.38 - Release Notes
• Version 1.37 - Release Notes
• Version 1.36 - Release Notes
• Version 1.35 - Release Notes
• Version 1.34 - Release Notes
• Version 1.33 - Release Notes
• Version 1.32 - Release Notes
• Version 1.31 - Release Notes
• Version 1.30 - Release Notes
• Version 1.29 - Release Notes