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Knowledge base
FAQ & App Management
FAQ
3
Frequently Asked Questions
Reset Your Password
QuoteToMe Business Hours
App Management
6
Download the QuoteToMe App (Mobile only)
Notification Settings
Update Your Mobile App Manually
Turn on Automatic Updates
Install the QuoteToMe Add-In (MS Outlook)
View all 6
QTM-Pedia
QuoteToMe Admin Users Tour
12
Hello, Admin Users - Welcome to QuoteToMe!
Admin Tour: The QTM Dashboard & Top Bar
Admin Tour: Projects Page - All Projects
Admin Tour: Projects Page - Project Details
Admin Tour: Users Page
View all 12
QuoteToMe Field & PM Users Tour
5
Hello, Field & Project Management Users - Welcome to QuoteToMe!
The QTM Dashboard & Menu
Orders Page Overview
Chat Feature
Field & PM Users Tour Conclusion
Feature Deep Dive
6
Roles Overview
User Permissions Overview
Purchasing Limits Overview
Project Teams & Shared Visibility
Project Roles
View all 6
Get Quotes
Get Quotes from Suppliers
2
Get Quotes (Web app)
Get Quotes (Mobile)
Send PO to Supplier
1
Review PO and Issue to Supplier (Mobile)
Your Orders
In Store PO
2
Create an In-Store PO (Mobile only)
Complete In-Store PO (Mobile only)
Create PO
2
Create PO (Web app)
Create PO (Mobile app)
Call a Supplier / Email a Supplier
5
Call a Supplier (Mobile only)
Get Quotes (Email)
Review Quotes and Create PO (MS Outlook Add-in)
Review Quotes and Create PO (Web app)
Review PO and Issue to Supplier (Web app)
Create a Change Order
2
Create a Change Order (Mobile)
Issue a Change Order (Web app)
Receive Order
3
Receive Order: Advanced Topics
Receive Order (Mobile)
Receive Order (Web App)
Administrator Actions
Manage Users
4
Create a New User
Edit a User
Inactivate a User
Create and Edit Roles & Purchasing Limits
Manage Your Projects
4
Create a New Project (Web app only)
Add or Edit Project Cost Codes (Web app only)
Edit Your Project (Web app only)
Download Project Reports (Web app only)
Manage Your Suppliers
2
Edit Your Call a Supplier List
Edit In-Store Purchase List
Manage Your Company
3
Add an Operating Company
Edit Your PO Template (Company Info)
Edit Contacts
Integrations
Procore
5
Set Up Procore - Step 1: Create a Project Permissions Template
Set Up Procore - Step 2: Install the QuoteToMe app in Procore
How to Add a New Project in Procore
Configuration Options
Add a Vendor to a Project in Procore