Lessons

These lessons more specifically assist with understanding the features in modules.

Changing a Material Name Versus Adding a New Material
Q: How do I Change Material Names? Q: If I don’t like the predefined Item ID “3/8 CDX” name but would rather like to use “3/8 CSP” I seem to be not ...
Mon, Aug 3, 2015 at 7:39 PM
Sending Quotes and Invoices via Email as Attachments
Users can either print Quotes and Invoices, print them as a PDF or attach the Quote or Invoice to an email which can be customized for the customer as desir...
Tue, Aug 11, 2015 at 11:48 AM
Price Adjustments Within the Project
Projects allow you to see total costs and pricing based on all items added to the Project. On a line by line basis, users may modify any calculated price si...
Tue, Oct 27, 2015 at 3:50 PM
Staff Permissions and Privileges on the Member Support Portal
All staff should have an account into the member support portal. There is no additional cost for online portal accounts. Members with Primary o...
Mon, Dec 2, 2019 at 3:00 PM
Exporting from Crate Pro 6 into an Accounting and/or ERP system
Wed, Oct 19, 2016 at 5:29 PM
Preferences: Equipment - Setting Different Costs / Billing / Times: Labor Mark-Up Fields
Values in the Preferences>Pricing is your company wide default price settings for costs and billing rates. The 'Labor Markup' fields were desig...
Fri, Nov 15, 2019 at 11:46 AM
Creating and customizing a design (videos)
Here we are starting a series of videos to help with basic design creating and common modifications
Mon, May 8, 2017 at 5:27 PM
Determining Your Preferred Styles
Crate Pro 6 includes hundreds of style templates to make getting from quote to cut sheets to floor quickly and accurately. Style templates are are based on ...
Mon, Oct 14, 2019 at 12:31 PM
Calculating Cubic Foot and Capacity. Affect on Pricing?
Cubic feet is measured by multiplying the height X width X depth of the outside dimensions of the box, and dividing that total by the number of cubic inches...
Tue, Nov 21, 2017 at 10:51 AM
About Panel Drop Span : Drop-End Crate Styles
Set your desired values in Preferences > Settings
Fri, Nov 15, 2019 at 11:48 AM