Set up & training tasks in order of importance + links to video tutorials and guides.

 

Please log in to Marquee Tech here.

 

1. Move this year's bookings onto the system

- Building quotes for frame/clear spans.

- Building quotes for individual tents (tipis, stretch tents, pagoda etc).

- Building quotes for rental items only.

- How to show an existing payment for an invoice that I am re-creating on Marquee Tech.

 

2. Understanding invoices

- Confirming a booking & marking invoices as paid

- Creating and sending invoices 

- More on invoicing 

 

3. Managing your stock

- Add images to stock items

- Add missing stock

 

4. Navigating the system

- How to find customers

- How to view the customer quote

- How to access delivery note

- How to access Loading lists

 

5. Completing the full set-up

- Allocate components 

- Staff & vehicle planner

- Cost and profit calculator

- Sub-rental management 

 

6. Reports 

Once your data is in the system you can start using reports:

- Quote Report

- Invoice Report

- Analytics Hub

- Stock Reports

 

Additional info...

 

Start using the system as a logistics tool

- Upload staff & vehicles.

- Allocate staff to jobs

- Connect office with on-site teams

 

Increase profit

- Cost Calculator

- Optional extras

 

Front-end features. 

- Add the contact/enquiry form to your website.

- How to get the online store