Creating a Material Order Layout:
- Click on the Configuration tab.
- Go to Account Settings.
- Click on Layouts.
- Copy an existing layout and name it 'Material Order'.
- Drag pages that you don't want to the "Excluded Pages" section at the bottom left.
- Click 'add a section' to add a material order section. (This will auto-populate once a quote is signed.)
- Click 'Add Notes' to add a notes section for your material orders.
- Once you have completed your layout make sure to hit "Publish" to save your work.
Updated about 1 month ago