Overview of Shedmate Instant Quoting System
1. Introduction to Calculation Settings 0:00
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Overview of the Shedmate instant quoting system.
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Focus on calculation settings and report settings.
2. Restriction on Missing Items 0:20
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Restriction prevents quoting when missing items are present.
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Demonstration of how Shedmate alerts users about unquantified items.
3. Handling Warnings in Pricing Database 2:08
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Explanation of how Shedmate restricts quoting when warnings occur.
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Example of a warning due to missing pricing in the database.
4. Ignoring Non-Relevant Items 3:14
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Ability to ignore certain categories (e.g., concrete) in calculations.
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Demonstration of how to set ignored items in calculation settings.
5. Importance of Roofs and Walls 5:06
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Discussion on why roofs and walls are generally left on.
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Explanation of how cladding is used for quantification instead.
6. Generating Reports from Point of Sale System 6:07
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Process of generating reports and documents from the point of sale system.
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Example of how the user interface changes when generating a quote.
7. Understanding Quoting Template Variables 8:22
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Overview of the quoting template and its variables.
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Explanation of how to modify the quoting template.
8. Additional Reporting Features 9:24
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Options for allowing point of sales to change expiration dates and generate BOMs.
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Discussion on contract documents and other templates.
9. Conclusion and Next Steps 12:00
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Summary of the features covered in the Shedmate Instant Quoting system.
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Introduction to pre-built templates for easier pricing calculations.