Skip to main content
Skip table of contents

Quotec Menu

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

image-20250309-231158.png

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

image-20250309-231313.png

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

Dashboards

image-20250309-231341.png

Analytics

View KPIs for your company, users and branches

Items

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

image-20250309-231450.png

Freight Postcodes

Individually allocate and edit 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

My Work

image-20250309-231829.png

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

Emails

View the emails you have sent from Quotec and their status

Settings

image-20250309-231941.png

Company Details

View and edit your company information as well as pricing details.

Proposal Template

View and edit proposal template information.

Construction Prices

View and edit your company’s construction prices for accurate quotes

Branch Offices

View, add and edit your company’s branches

Quotec Now Config

View and edit online designer template, customise how your Quotec Now will appear and the design of proposals sent from it.

Building Categories

Customise each building category including the default margin

System Config

Edit the system designer defaults - including footing bracket preference

Email Templates

Edit the recipients and content of emails sent from Quotec

Milestone Sets

View, edit and create new milestone sets to reflect your company’s processes

Account Transactions

View your payment history with Quotec

Promotion

View any promotion has given to your organization.

Subscription Details

View and edit your current subscription plan, card on file for Quotec payments and setup payid.

Users/Security

Search active and inactive users, edit their contact details and the roles they can perform within Quotec, and deactivate users

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.