Lessons

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

Adding and Removing a User in Crate Pro
Changing Users User accounts for the Crate Pro program are managed in the User module within Crate Pro. Log into Crate Pro and click on the User mo...
Tue, Mar 6, 2018 at 1:17 PM
Preferences: Setting Plywood Splicing Preferences
Q: I designed a crate in and noticed that my plywood walls (73x42) were broken into two pieces of plywood instead of just saying I needed a 73x42, how do I ...
Fri, Nov 15, 2019 at 11:43 AM
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
Adding Users to Online Support Portal and Permissions
All staff that will use Crate Pro, including persons that will install or update your software, should have an online support portal account. There...
Mon, Mar 23, 2020 at 2:55 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 designe...
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
Understanding and Selecting your Preferred Style Templates
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 ...
Fri, Jun 18, 2021 at 11:56 AM