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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. |