Account Manager
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Activity overview
Latest activity by Account Manager-
Account Manager created an article,
Real Estate Round Up Katie Knight & Daniel Burret - REMAX Success
Welcome to the Real Estate RoundUp webinar series, where Amy Stevens will be hosting a captivating discussion with Katie Knight and Daniel Burrett from RE/MAX Success. Join us as they share their ...
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Account Manager created an article,
Understanding a quote request
1. Access quote requests under Quotes Requested This will take you to any requested jobs you have waiting. 2. Select the request you would like to quote on. Click on the Job Title to view its deta...
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Account Manager created an article,
Understanding a job offer
webinar jobs maintenance maintanance
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Account Manager created an article,
Processing a Quote Request
Quote Request quotes
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Account Manager created an article,
MYOB Essentials integration to import invoices
Invoice invoice accounting
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Account Manager created an article,
Creating an Invoice
Not sure how to create an invoice in OurTradie? This article will show you step by step how to create an invoice from a work order, add materials, labour, supporting documents and photos, and how ...
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Account Manager created an article,
Basic Tradie Company Setup in OurTradie
The following steps will show you how to set up your company details in OurTradie. 1. After logging into OurTradie, go to ‘Company’ in the top right-hand corner of the screen. 2. Make sure you...
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Account Manager created an article,
Tradie - How to Process a Job Offer
To process a job offer go to Work Orders > Offers > Outstanding Offers Once you receive a job offer it will go into the ‘Outstanding Offers’ tab. Jobs you have already accepted will be in the...
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Account Manager created an article,
Xero integration to Import Invoices
Invoice invoice accounting
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Account Manager created an article,
Creating a Quote
To create a quote from a requested job 1. Open the quote request that you need to create the quote for in Quotes > Requested. 2. Select the job you'd like to quote for. 3. Click on ‘Quote - Work I...