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User 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
    • FRNPay
  • User Guide
    • New Quote
    • Job List
    • Active Quote
    • Active Invoice
    • Catalogue
    • Scratchpad
    • STC Rebate
  • ScratchPad
  • Integrations
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    • Xero
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    • SimPRO
  • FAQ's
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    • Task Template Modification
    • Device Settings
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  • Latest Release Notes
    • January 2020
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    • Archive
    • September 2020
    • November 2020
    • January 2021
    • July 2021
    • August 2021
  • Legal Information
  • Developer Release Notes
      Back to home
      1. Support Center
      2. User 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
        • FRNPay
      • 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

      User Guide

      The walk-through section for the FlatRateNOW user. Learn all there is to know about the app from creation to payment.

      New Quote

      • Creating a New Job From The App
      • Add Quote In App
      • Creating A New Customer

      Job List

      • Creating a new quote from the job list
      • How do I claim a job in FlatRateNOW?
      • Downloading Quote/Job From Job Management System

      Active Quote

      • Deselecting Tasks while in the Quote Screen
      • How do I add ad hoc products to my Purchase Order?
      • How to create a vehicle or office stock order
      • How to save a Purchase Order as PDF or send via email
      • Using Labour Adjustment
      • Utilising the Suggested Add on tasks
      • Using TSK tasks
      • Making Tasks Complimentary
      • Understanding the FlatRateNOW Quote Screen
      • Using the FlatRateNOW Catalogue to Build The Quote
      • Making changes to your customer on an active quote
      • Adding Notes to your Active Quote
      • Changing Pricing Tiers on Your Task
      • The Pricing Adjustment Tool
      • Accepting a Quotation In FlatRateNOW App
      See more

      Active Invoice

      • Invoicing a Completed Job
      • Collecting Payments for Completed Jobs
      • Sending your client a payment statement
      • Sending Payment Receipts to your client

      Catalogue

      • Modifying Task Headings & Descriptions
      • How to include or exclude product images from the quote document
      • Configuring Product Favourites In App View
      • Setting Up Task Favourite Settings In App View
      • Navigating the Catalogue
      • The Different FlatRateNOW Tasks
      See more

      Scratchpad

      • What is the Scratchpad?

      STC Rebate

      • Apply STC Rebate to your Quotation
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      FlatRateNOW Support Center
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