Profile
People
- How to setup and create workers
- Worker Login codes
- Setting up Users
- Workgang Positions
- Workgangs
- Creating, Importing and Deleting Suppliers
Company Settings
- Assigning Default Xero Accounts to Projects and Tasks
- User default permissions
- Profit Margins
- Setting up and configuring your settings
- PlaceMakers Integration
- Integrating your ITM account
Estimate Settings
- Creating your own Take-off Template
- Uploading your Price Book to your Material Rate section
- Flat Rate Resource
- Misc (Miscellaneous) Templates
- Labour Factors
- Overhead Templates