Help Centre

FAQ 3

• Frequently Asked Questions
• Reset Your Password
• QuoteToMe Business Hours

App Management 4

• Download the QuoteToMe App (Mobile only)
• Notification Settings
• Update Your Contact Information
• Chat Feature

Get Quotes 5

• Get Quotes (Web)
• Get Quotes (Mobile)
• Edit Quote Details
• Review Quotes and Create a PO (Mobile)
• Review Quotes and Create PO (Web app)

Create PO 2

• Create PO (Web app)
• Create PO (Mobile app)

In Store PO 2

• Create an In-Store PO (Mobile only)
• Complete In-Store PO (Mobile only)

Call a Supplier 1

• Call a Supplier (Mobile app only)

Create Bill of Materials 2

• Create Bill Of Materials (Desktop)
• Create a Bill of Materials (Mobile)

Create a Change Order 2

• Issue a Change Order (Mobile App)
• Issue a Change Order (Web)

Receive Order 2

• Receive Order (Mobile)
• Receive Order (Web)

Create an Expense 2

• Expenses (Mobile App)
• Expenses (Web)

Create an Invoice 1

• Create Invoices (Advanced Users on Web Only)

Create a Requisition 2

• Create a Requisition (Web)
• Create a Requisition (Mobile)

Manage Users 5

• Create a New User
• Edit a User
• Managing Active and Inactive Users
• Create and Edit Roles & Purchasing Limits
• User Permissions Overview

Manage Your Projects 5

• Create a New Project (Web only)
• Manage Project Cost Codes (Web only)
• Edit Your Project (Web only)
• Download Project Reports (Web only)
• Archive & Unarchive a Project

Manage Your Suppliers 2

• Add to Your Call a Supplier List (web only)
• Update In-Store Purchase List (web only)

Manage Your Company 1

• Edit Your PO Template (Company Info)

Sync Actions 0

Procore 6

• 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
• Procore Integration Configuration Options
• Add a Vendor to a Project in Procore

View all 6

Vista Viewpoint 0