There are four main sections of the App, seen at the bottom of the screen. Control is the fourth section, where you can fully customize your organization to fit your style of business.
You are able to access and edit numerous aspects of the App here such as proposal templates, equipment models, pricing options and much more. The main Control page shows you a high level of activity on your account, such as customer activity and project statuses.
Note: Only Admins are able to access the Control section of the app.
Useful features within this section of the App:
- How to Customise Your Proposal Template
- How to Set-up Company Information & Logo
- How to Set-up Equipment
- How to Set-up Pricing Schemes