Stock Transfers
Account Settings
Job Runs + Delivery & Collection Times
Sample Quotes by Rental Niche
Software Updates
Training By Supplier Niche
- Set-up Sheets
- Basic Training Tick List
- Tipis/Stretch Tent/Sail Tent/Pagoda etc + Furniture Rental (training + set up tasks)
- Frame Tents/Clearspan + Furniture Rental (training + set up tasks)
- Furniture & Catering Rental (training + set up tasks)
- Toilets/Restroom Rental (training + set up tasks)
Stock Rules Misc
Adding Invoices onto Marquee Tech
Quote Report
Logins & Access
E-signatures / Digital Sign
FAQs
- What are the FAQs [in 'edit stock item']?
- What are up-selling opportunities?
- What are 'tags'?
- What are attachments for?
- What does this is sub hired mean? How to mark an item as sub hired. How to send rental request to suppliers.
- What is a featured item?
CRM Functionality
- Attaching PDF's (When , Where & How)
- My customer is missing. | I cannot find a customer.
- Sales pipeline report | Quotes pipeline
- Win more bookings with 3 essential tasks.
- Add our enquiry form to your Instagram
- How to use the task report
Become a pro on Marquee Tech
Subscription's
Admin
Collection note
Reporting
Emails
Quotes
Quotes
Booking Migration
Stock and inventory
Floor Plans / Tent Layout
Creating stock rules
Delivery notes
Predicted labour
Calendar
Sage
Quick books
XERO
- How to set up Xero
- How to push an invoice into Xero
- [Trouble Shooting] When I click create an invoice nothing happens?
- [Trouble Shooting] Xero, "Failed to Link Contact"
- How to add a contact/customer from marquee tech to xero
- [Trouble Shooting] - Failed to create an invoice
Card payments
Profit and job costing
- 🎥 How to add costs into your system (includes example sheet)
- 🎥 Adding costs to a quote to predict profit
- 🎥 Adding set-up (delivery) and takedown (collection) costs to a quote
- 🎥 Creating an Ad Hoc cost
- 🎥 Showing a cost on the cost calculator
- Editing a cost type
Stock reports
- 🎥 Using the stock report
- 🎥 Stock reports for quoted line items
- 🎥 View a stock report for a quote
- Show only stock shortages in a stock report
- Stock report view
- How to view which customers are causing stock issues
Purchase orders, vendors (suppliers), sub rentals
- Adding a vendor
- How to edit a vendor
- 🎥 How to create a purchase order
- 🎥 How to find a purchase order
- Download a purchase order as a PDF
- View a digital purchase order
Allocating components in the system
- 🎥 How to create a package/allocate items or components to another product
- Load lists are not showing the correct QTY's of components.
- Setting up components for tents and floors in Tipis, Stretch Tents, Pagodas etc
- 📸 Starter bay, additional bay, end bay [frame tents, clear span & traditional pole tents]
- 🎥 Adding a component to a product
- 🎥 Adding components into the system
CAT Tool
Creating your account
- 🎥 Adding company details
- 🎥 Adding user details
- 🎥 Staff & vehicles
- 🎥 Vendors
- 🎥 Adding tents / marquees
- 🎥 Adding tables
Taxes
Sample quotes
Additional fees
- 🎥 What are additional fees?
- 🎥 Creating an additional fee + Discounts %
- 🎥 Using additional fees in quotes
- 🎥 Removing additional fees from quotes
- 🎥 Unique additional fees for stock items
- How to archive an additional fee
Using Load Lists
- 🎥 How to access & use the load list
- How to find a load list
- Download a load list
- Viewing a digital load list
- Printing a load list
- 🎥 Changing the load list view
Inventory / Stock Management
- Turning an existing flooring / lining product into a 'sectional' flooring / lining product.
- 🎥 How to add missing stock items to your system | Adding new products (stock items)
- Changing the product quantity (stock item).
- Changing the product rate
- 🎥 Changing a product category
- Creating a new product category
Invoicing
- Confirming a booking
- 🎥 Creating an invoice
- Changing the deposit amount
- View an invoice
- Delete an invoice
- Download an invoice PDF
Customer details
Building quotes & bookings
- 🎥 Building your first quote
- 🎥 Adding event information / booking information.
- 🎥 Adding dates to a quote
- 🎥 Using the quote builder
- 🎥 Adding a title into a quote
- 🎥 Applying a monetary discount to a line item
How to add future bookings into the system
- #1 Why adding your future bookings is the most important task
- #2 Creating a customer in the system
- #3 Recreating a booking for tent/marquee rental
- #4 Recreating a booking for event hire (catering, furniture, AV, dance floor, toilers, decor etc).
- #5 Create sample quotes to save time on booking migration
- #6 Confirming a booking | Creating invoices | Marking invoices as paid
Tents & Structures
- Creating a new tent / marquee / structure
- Linking/matching hire items to a tent.
- 🎥 Linking flooring and lining to tents
- Creating sectional flooring & lining
- Creating a non-sectional flooring & lining product
- Creating a sectional lighting product.
Payments
Quoting for tents
Load lists trouble shooting & FAQs
- Components are not showing. Custom line items are in the quote.
- What happens to my load list if change the components allocated to a product
- What happens if I have manually adjusted load lists, and then change the component allocation QTY for a product?
- 🎥 Why is the hire item not showing on the load list?
- How to delete/remove a component from a product.
- The load list is incorrect, how do i fix this?
Staff & Vehicles (scheduling)
Trouble Shooting Invoices
How to use
Quote/booking management
Quoting MISC
- 🎥 How to view a customers quote
- How to download the quote as a PDF
- How to find a quote
- How to archive/delete a quote
- How to delete a quote
- How to duplicate a quote
Troubleshooting quotes
- "Please relocate this item to a marquee" - Flooring or lining doesn't have configure button
- Troubleshooting - customers quote view not work (something went wrong - error message)
- Failing to start a quote (no event information) - Something went wrong - error message creating quote | Quote Error | 500 error | Cant create a quote