Specifi Knowledge Base | Adding Products Within Client Mode

Adding Products within Client Mode
Adding Products within Client Mode
To access Client Mode, go to the 'Proposals and Projects' tab and click into the project you want to work on with your client Click on the Client Mode tab to open up the project/proposal in Client Mode This will open a new window, showing your ...

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Adding a User Role
In company settings under the ‘access permissions’ tab you can add a new user role. Simply click the blue button and add the name along with the description of the new role. Once added the new role will appear and you can set access permissions for ...
How to set Access Permissions for your Team
In company settings under the ‘Access Permissions’ tab you can set permissions for each of the different user roles. For example, Admin, installer and engineer can have access to different things. Within the roles if you want the user to have access ...
How to link to Office 365 and Gmail Calendars
Click on the ‘Time Management’ tab on the left hand menu In here you will find another tab named ‘My Calendar’ click this A window will then appear giving you a choice to connect with your Office 365 or G Suite account Click on your choice, you will ...
Creating a Proposal within the Customers Tab
You can create a proposal from multiple places on the platform. From within the Customers Tab, in the CRM section: Select the customer the proposal is related to This will then bring up a page with all of their details on In the top right corner ...
How to Set up your Company Details
Click on ‘Settings’ in the left hand menu, within this click on the tab ‘Company Settings’ Here you can upload your company logo, change your currency, set a base hourly rate, mileage rate, company name and more.

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