How to follow up on Quotes
Follow up quote functionality When a quote is created there is a follow up date that is automatically set for it. In this article we are going to go cover what this functionality does and how to use it effectively. A follow up quote is purely for internal use and does NOT notify the customer. […]
Introduction: Order Entry Overview
Your First Test Order In this article we will take you through creating your first Order. Video Example – Creating Your First Order https://help.teesom.com/wp-content/uploads/2019/07/2023-09-20-21-14-53.mp4 Creating your Order To Start off creating your Order. On the Job Board, click on “New Order“ Since you have not setup your own markups, pricelists or customers yet, we will […]
The Task Board – Sales Tab
Every customer’s order that you create in Teesom will have several tasks associated with it. The purpose of the Task Board is to keep all “hands” that touch the job on top of their specific Tasks. You can get to the Task Board by using the Shortcut icon in the upper right hand corner of […]
Managing Quotes and Invoices
In Teesom, you start off creating a Quote for your customer; when they approve the quote it is then converted to an Invoice, at the Work In Progress Stage. Once an Invoice goes through the production cycle of Work Order stages, you will then mark the Invoice stage as “Completed” to have it removed from […]