Help Centre

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

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

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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 from Suppliers 3

• Get Quotes (Web app)
• Get Quotes (Mobile)
• Update Quote Due Date

Send PO to Supplier 1

• Review PO and Issue to Supplier (Mobile)

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 3

• Call a Supplier (Mobile only)
• Review Quotes and Create PO (Mobile)
• Review Quotes and Create PO (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)

Manage Users 4

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

Manage Your Projects 5

• 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)
• Archive & Unarchive a Project

Manage Your Suppliers 2

• Add to Your Call a Supplier List
• Update In-Store Purchase List

Manage Your Company 3

• Add an Operating Company
• Edit Your PO Template (Company Info)
• Edit Contacts

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