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Admin Guide
Setup FlatRateNOW
First Setup Phase
Second Setup Phase
Third Setup Phase
Admin Guide
Configuration
Task Management
Partner
Invoices
Quotes
Subscription Management
Dashboard
Purchase Order Feature
User Guide
New Quote
Job List
Active Quote
Active Invoice
Catalogue
Scratchpad
STC Rebate
ScratchPad
Integrations
Brighte
ServiceM8
Trustpilot
Stripe
Xero
ReeceMax
SimPRO
FAQ's
Brighte
Task Template Modification
Device Settings
Reece
Latest Release Notes
January 2020
March 2020
April 2020
May 2020
June 2020
July 2020
Archive
September 2020
November 2020
January 2021
July 2021
August 2021
Legal Information
Developer Release Notes
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Support Center
Admin Guide
Setup FlatRateNOW
First Setup Phase
Second Setup Phase
Third Setup Phase
Admin Guide
Configuration
Task Management
Partner
Invoices
Quotes
Subscription Management
Dashboard
Purchase Order Feature
User Guide
New Quote
Job List
Active Quote
Active Invoice
Catalogue
Scratchpad
STC Rebate
ScratchPad
Integrations
Brighte
ServiceM8
Trustpilot
Stripe
Xero
ReeceMax
SimPRO
FAQ's
Brighte
Task Template Modification
Device Settings
Reece
Latest Release Notes
January 2020
March 2020
April 2020
May 2020
June 2020
July 2020
Archive
September 2020
November 2020
January 2021
July 2021
August 2021
Legal Information
Developer Release Notes
Admin Guide
The Admin Guide will walk you through everything admin related such as quotes, invoices, payments, users, settings and subscription.
Configuration
Enabling 'Deselect Task' Feature in Quote Screen
Enable STC Rebate for Quote
Enable Preview Materials Feature
Enabling & Disabling Material List Pop-up
Enable 'Customer Not Present' in Acceptance Screen
How to enable Itemise Pricing choice on Quotes/Invoices
How to change Default Show Product Image on Quote
Enable Task Price & Labour Adjustment
FlatRateNOW Dedicated Email
Email Sending Domain
Setting Labour Adjustment limits
Enabling Labour Adjustment Tool
The 'General' Settings in Configuration
Quote Settings
General Labour Settings
The 'GST' Settings
General Email Settings
Document Section
Product Markup Settings
Selling Prices Setting
Payment Method Settings
Excavation Settings
Disable/Enable Tradesperson Signature Feature
Setting up multiple labour rates
See more
Task Management
How to create Special Offer tasks?
What is the Modify Task Template Feature?
How do I modify the task template?
Add a product to your Modified Task Template
Reset Modified Task Templates
Customising the FlatRateNOW Pricebook by trade
Bonus Payment Feature
Adding a Special Labour Rate to your TSK0001 & TMQ0001 Tasks.
Creating Private Tasks
How do I modify the total price of the task?
Task Favourites Settings
Customise Your Loading
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Partner
The different types of users
Creating and Managing Users in FlatRateNOW
Customers in FlatRateNOW
Invoices
Exporting Invoices
Jobs to Invoice
Invoicing within Office View
Payments in Office View
Quotes
Include Option Sheet when issuing quote
Deselect Task Feature
Unarchiving Jobs in Office View
Quotes in Office View
Creating Coupons
Editing Coupons
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Subscription Management
Activating Starter Plan
How do I update my payment method?
How do I add my payment method for my FlatRateNOW subscription?
How do I update my billing address?
How do I update my billing account information?
How do I access FlatRateNOW's Subscription portal?
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Dashboard
Understanding The FlatRateNOW Dashboard
Adding Dashboards to My Dashboard
Purchase Order Feature
Enabling Purchase Order Feature
