Presenting Quotes, Getting Signatures, Exporting to ServiceM8

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• Presenting Quotes, Getting Signatures, Exporting to ServiceM8

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• 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.

• 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 ...

• 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 ...

• How Do I Update a Bundle Image?

  Product images attach to the product itself, not the Bundle. Once you set the image, it appears anywhere that product shows up in your Bundles. ⚡ Quickest Way — Bundles V2 Updater Click the Burdi logo in the top left. Go to Settings > Bundles V2 ...