How To | Work Map

Getting Started

Below are links to getting started with Work Map. We do have a "Getting Started" section here, but the links below may provide more

information.

Create Organization

Accept Invitation to an Organization

Quotes

Below are links on how to create, edit, and manage quotes (or proposals).

Download Estimate PDF

Download Quote PDF

Sales Leads

Below are links onw how to create, edit, and manage sales leads.

Owner Administration

Below are links for owners of an organization to manage billing, renaming the organization, etc...

Add Billing Card

Set Active Billing Card

Delete Billing Card

Rename Organization

Transfer Organization

Administration and Configuration

Below are links on how to administer and configure Work Map, to make it feel like your own!

Edit Quote Number Settings

Edit Email Settings

Add Quote PDF Template

Edit Quote Type

Edit Quote PDF Content

Delete Quote PDF Template

Delete Estimate Source

Change Section Labels

Enable / Disable Sections

Add Project Description Section

Edit Project Description Section

Delete Project Description Section

Reorder Project Description Section

Add Project Description Option

Edit Project Description Option

Reorder Project Description Option

Delete Project Description Option

Add Unit Definition

Edit Unit Definition

Delete Unit Definition

Add Reason Lost

Edit Reason Lost

Delete Reason Lost