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CostCertified Knowledgebase (old platform)

CostCertified Knowledgebase (old platform)

This is a central hub where you can access various “pages” on the left menu that show you how to do things with CostCertified.

PDF / document template editing

Changing proposal PDF template line item options

Creating a new style sheet/theme for a PDF

Item editing, importing and exporting

Adding pictures to an item, including main image that will show up in the item selector

Hide the pre-built items and assemblies from item selector

Hiding public items and assemblies from your item selector

Custom dimensions

Exporting items for editing

See more

Creating and updating sales tax / VAT

How to create a sales tax with complex options

Force change tax on an item

Setting tax with differential rates on profit (margin) or costs

Troubleshooting

Indexing issues: some items/clients/invoices etc are not appearing or do not appear correctly or are out of sync

Dropdown/select options are not displaying expected options, or is showing a number instead of a word

Laggy/slow while building items and assemblies in a quote

"That quote is no longer available to view. Please contact your contractor to make it available" or "You are not permitted to see that quote"

The background image on my proposal doesn't look right

Browser Issues

Resolving undelivered emails to a customer

Rolling back quotes or other items

Unable to add specific items to a proposal

See more

Assembly building strategies

Creating an optional item that does not affect the quote price until chosen by the client

Proposal/quote presentations

Enabling/disabling client changes

Larger presenter/sales person user profile icon

Company-Wide Terms & Conditions

Presentation Terms & Conditions

Project Terms & Conditions

Speed Up the PDF Generator

See more

Project details and settings

Changing the project manager

Pre-Tax Breakdown

Exporting a materials take-off list

Exporting a quote/project into Excel/spreadsheet

How to add a discount

Require your sales people to include floorplans/drawings

Calculate weight of material items

Adding a fee based on cost, price, profit, weight or hours

How to change the client associated with a project

Changing company-wide markup or margin

Adjust project-wide margin

Using the Calculator

Labor types

Disable auto save on quote

Unlink / unsync / unsave item or assembly in a quote

How to block your client from seeing their proposal without deleting it

Subcontracting, work-orders, purchase-orders, scope of work docs

Grouping total profit as "management fee" in the proposal.

Change the Address Associated With a Proposal

Duplicate a Proposal

Client Authorization File

See more

User, groups and permission management

Remove a user from your company

Create a New User

Add a profile picture for a user

Creating user groups

Setting User Permissions

See more

Client management

Change your client's email address

User manages their own account

Accessibility

How to fix: Overridden browser text sizing defaults cause viewing errors

Leads and lead forms

Lead sources

Build a lead form for your website

Vendor payments

Managing vendor payments

Accepting invoice payments through CostCertified

Accepting invoice payments

Invoicing a Project

Integrating with QuickBooks

Updates

Update: March 2021

Webhooks

Webhooks

Exporting for Sage Accounting Software

Exporting for Sage Accounting Software

Client Chat

Client Chat

AutoCost

AutoCost