How do I Edit My Pitcherbook Settings?

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• How Do I Edit My Emailed Quote Template?

  Learn how to generate a personalised email template for your Pitcherbook quotes. Steps Open the Burdi App in ServiceM8. Click Settings. Select General Settings. Scroll down to the Email section. Click Customise for my Business at the bottom of the ...

• What are Quote Notes and How do I Edit Them?

  Quote Notes are displayed just before the Customer Signature and can be edited via general settings. The Quote Notes section allows you to add standard information that will appear on your Pitcherbook quotes. You can use this section to include: A ...

• Why Are My Bundles Missing in the Pitcherbook?

  We get asked this question a lot when users are first getting started with the Pitcherbook, so don’t worry — your bundles haven’t disappeared. In most cases, the issue is simply that you’re viewing the wrong environment. How to Check Your Active ...

• What Should I Include in the Footer Text of My Quotes? (And how to edit)

  Footer text is normally reserved for Terms and Conditions. There is default text to get you started but you can edit it via general settings. Changing the Footer Column Layout is ideal for when you have a lot of text int his section.

• How to Add Customer Facing Descriptions to Products in The Pitcherbook (Primary Product Bundles)

  On Primary Product bundles, customer-facing descriptions allow you to customise how a product appears in the Picture Book without changing the original product description. Instead of displaying the standard supplier or system description, you can ...