Settings
Where Do I Add My Internal Notification Email for Customer Quote Acceptances?
You can set an internal notification email address to receive an email whenever a customer accepts a Pitcherbook quote. You can also customise the message customers see after accepting their quote. How to Add Your Internal Notification Email Open the ...
What does ServiceM8 Thumbnail Account ID mean? (And how to find it)
The ServiceM8 Thumbnail Account ID is a unique identifier for your ServiceM8 account. Burdi uses this ID to display image thumbnails from your Pitcherbook in the email sent to your customers. If this field is left blank, image thumbnails may not ...
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 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.
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 ...
How do I Change My Scope and Option Settings?
You can find your Scope Settings under General Settings of the Burdi App. Default Scope Display The Default Scope Display setting determines how your scope is presented by default when creating a Pitcherbook. You can choose from: Summarised – ...
How do I Set My Business's Branding?
Learn how to customise your business information and branding displayed on your Pitcherbook documents. Steps Open General Settings. Locate the Header Branding section. Upload your Company Logo. Complete the following business details: Business Name ...