Using the FlatRateNOW Catalogue to Build The Quote

The following guide will explain how to use the catalogue to build the perfect solution for your client’s problem.


  1. Navigate to your quotation
    1. Select Active Quote or,
    2. Select Job list and find the job
  2. Select Browse Catalogue
    browsecatalogue
  3. Click on the category on the left
    selectfromsidemenuofcategories
  4. Navigate the subcategory to locate the task you would like to add to the quote
    navigatetotask
  5. Adjust the Pricing Tier as required
    pricingtier
  6. Increase Quantity as required
    quantity
  7. Hit Add to add the task to the quote
    clickaddtoaddtask
  8. Repeat steps 2 through to 7 until you have built your desired quotation