Welcome to the Quantify Help Videos section. Here you will find how-to videos that answer some of the most commonly asked questions about Quantify. Check back later to find new videos and updates.
| Video | Description |
|---|---|
| Introduction | |
| 01. Product Catalog | Explaining how to use the Product Catalog, including how to add parts to the Product Catalog |
| 02. Consumables Catalog | Explaining how to use the Consumables Catalog, including how to add parts to the Consumables Catalog |
| 03. Additional Charges | Using and Adding Additional Charges |
| 04. Recurring Charges | Using and Adding Recurring Charge |
| 05. Organisation Tree | Explaining how to use the Organisation Tree, including adding new Sites, Laydown Yards and Branch Offices |
| 06. Customers | Explaining how to add, edit, and use customers. |
| 07. Vendors | Explaining how to add, edit, and use vendors. |
| 08. Users | Explaining how to add and edit users. |
| Job Sites | |
| 09. Add Job Site | Adding a Job Site |
| 10. Sending Shipments | Sending a Shipment containing materials. |
| 11. Reservations | Reserving a Shipment containing materials to be sent to a later date |
| 12. Pre-Returns | Creating Pre-Return shipments to receive at a later date |
| 13. Service Tickets | Creating and working with Service Tickets. |
| 14. Out of Service | Moving parts to the Out of Service section. |
| 15. Returning a Shipment | Returning materials on a Shipment. |
| Tagging | |
| 16. Tagging Job Site | Creating Scaffold Tagging Job Sites. |
| 17. Shipments | Creating and sending Shipments to a Tagging Job Site. |
| 18. Lists | Adding and using Lists for Scaffold Tracking Job Sites |
| 19. Activities | Creating Activities for a Tagging Job Site. |
| 20. Access Points | Creating and using Access Points. |
| 21. Inspections | Creating and using inspections. |
| Transactions | |
| 22. Available Transactions | Creating Available Transactions. |
| 23. Consumables Transactions | Creating consumable transactions to purchase consumables |
| 24. Re-Rent | Re-Renting equipment to a Job Site |
| 25. Rental Rates | Creating and applying Rental Rates |
| Billing | |
| 26. First Advance then Arrears | Creating a First Advance, then Arrears billing plan |
| 27. Arrears | Creating an Arrears billing plan |
| 28. Advanced Billing | Creating an Advanced Billing |
| 29 Reset Billing | Resetting your billing plan |
| Estimates | |
| 30 New Estimates | Creating New Estimates for a Branch Office |
| 31. Sell Estimates | Creating Sell Estimates for a Branch Office |
| 32. Job Site Estimates | Creating Job Site Estimates |
| 33. Importing Estimates | Importing parts for an Estimate |
| Additional Videos | |
| Forecasting | Explaining how to use Forecasting |
| Multi-Edit | Editing multiple Scaffolds |
| Rental Period Adjustments | Explaining how to use Rental Period Adjustments |
| Stop Rent | Explaining how to set a Stop Rent end date. |