Quoteboard User Guide

Welcome to the Quoteboard User Guide. Quoteboard is a desktop application for managing sales quotes, customers, vendors, and the sales pipeline. It is built for Your company and connects to the Corejobtrack server for data storage and collaboration.

This guide covers every feature of the application, from first-time setup through advanced administration.

Table of Contents

Getting Started

Core Features

Sales Pipeline

Data Management

Personalization and Administration

Installation and First Launch

System Requirements

Installing Quoteboard

Windows (Standalone Executable)

1. Obtain the latest Quoteboard.exe installer or standalone build from your administrator.

2. Run the executable. No installation wizard is required — the application launches directly.

3. If Windows SmartScreen prompts you, click More Info then Run Anyway (the application is self-signed for internal use).

Running from Source (Development)

If you are running from the Python source code:

1. Ensure Python 3.12 or later is installed.

2. Open a terminal in the project directory.

3. Install dependencies:

   pip install -r requirements.txt

4. Launch the application:

   python main.py

Command-Line Options

The application supports several command-line flags for advanced use:

Example:

python main.py --debug --server https://custom-server.example.com

First Launch

When you start Quoteboard for the first time:

1. The Login Window appears.

2. The application checks the server connection. A status indicator at the bottom of the login window shows whether the server is Online (green) or Offline (red).

3. Enter your credentials and sign in. See Logging In for full details.

4. After a successful login, the Main Window opens and you can begin working.

Data Storage Locations

Quoteboard stores its configuration files locally:

The following files are stored in that directory:

Passwords are stored securely in your operating system's credential manager (Windows Credential Manager, macOS Keychain, or Linux SecretService) — not in plain text files.

Uninstalling

To remove Quoteboard:

1. Delete the application executable or source folder.

2. Optionally, delete the configuration directory listed above.

3. Optionally, remove saved credentials from your OS keyring:

Logging In

The Login Window

When Quoteboard launches, the Login Window is the first screen you see (unless a previous session is restored automatically). It contains:

Signing In

1. Enter your email or username in the first field.

2. Enter your password in the second field.

3. Click Sign In or press Enter.

4. The application will authenticate with the server. On success, the main window opens.

If login fails, an error message is displayed. Common issues:

Remember Password

When you check Remember Password:

To stop saving your password, uncheck this option before signing in, or clear saved credentials from User Settings (see User Settings).

Auto-Login

When you check Auto-Login (requires Remember Password to be checked first):

Session Restoration

Quoteboard saves your session when you log in successfully. On the next launch:

1. The application checks for a saved session file.

2. If found, it validates the saved token with the server.

3. If the token is still valid, you are taken directly to the Main Window without needing to log in again.

4. If the token has expired, the Login Window is shown. If you have Remember Password and Auto-Login enabled, it logs in automatically.

Single Sign-On (SSO)

Quoteboard shares its session file with other Corejobtrack applications (such as the web portal). This means:

Token Refresh

Your login token has a limited lifespan. Quoteboard handles this automatically:

Logging Out

To log out:

1. Click the settings menu (gear icon or your profile picture in the top-right of the header bar).

2. Click Log Out.

Or use the menu bar: File → Log Out (shortcut: Ctrl+L).

Logging out:

Navigating the Application

Main Window Layout

The Quoteboard main window has four areas:

1. Header Bar (top) — Navigation tabs, notifications, theme toggle, and settings

2. Menu Bar (below header on Windows/Linux, or in the system menu bar on macOS) — File, Edit, View, Database, Resources, Help

3. Content Area (center) — The active page, which changes based on the selected tab

4. Status Bar (bottom) — Connection status indicator and application version

Header Bar

The header bar is always visible at the top of the application.

Left Side — Logo and Navigation Tabs

Click any tab to navigate to that page. The active tab is highlighted.

Right Side — Actions

Menu Bar

The menu bar provides additional actions and keyboard shortcuts.

File Menu

Edit Menu

View Menu

Go To — Navigate to any page:

Appearance — Select your theme:

Database Menu

Access to database-related functions such as lease rate management and dropdown field customization (admin features).

Resources Menu

Links to documentation and help resources.

Help Menu

Page Layout Pattern

Most pages in Quoteboard follow a consistent list-detail pattern:

1. List View — A searchable, sortable table of records. This is what you see when you first navigate to a page.

2. Detail View — A form for viewing and editing a single record. You reach this by double-clicking a row in the list or clicking a New/Edit button.

To return from a detail view to the list view, click the Back button (arrow icon) in the top-left of the detail view.

Animated Transitions

When navigating between pages or switching between list and detail views, Quoteboard uses smooth fade animations for a polished experience.

Scroll Safety (WheelGuard)

Quoteboard includes a safety feature that prevents accidental value changes when scrolling. If you scroll past a dropdown or number spinner, the value will not change unless the control is focused (clicked on). This prevents common mistakes when scrolling through forms.

Status Bar

The status bar at the bottom of the main window shows:

Keyboard Shortcuts Summary

Quotes

The Quotes page is the heart of Quoteboard. It lets you create, edit, price, and export professional sales quotes for your customers.

Quotes List

When you navigate to the Quotes tab (or press Ctrl+3), you see the quotes list view.

Viewing Quotes

The list displays all quotes in a sortable table with these columns:

Searching

Use the search bar at the top of the list to filter quotes. Search works across quote number, customer name, and summary. The search uses a debounced input — it waits 300 milliseconds after you stop typing before filtering, so you can type your full search term without lag.

Creating a New Quote

1. Click the New Quote button at the top of the list, or press Ctrl+N from anywhere in the app.

2. A dialog appears asking you to select a customer.

3. Search for and select the customer this quote is for.

4. Click Create. A new blank quote opens in the editor.

Opening a Quote

Deleting a Quote

Deleted quotes are moved to the trash and can be recovered by an administrator (see Administration).

Quote Editor

The quote editor is a comprehensive form with multiple sections. From top to bottom:

Header Bar

An unsaved changes indicator appears when you have modified the quote but not yet saved.

Contact and Pricing Section

This is a three-column layout at the top of the editor:

Contact Column:

Pricing Summary Column:

These values update automatically as you edit line items.

Taxes Column:

Proposal Details

A collapsible section where you can enter:

Line Items Table

The main pricing table where you add the products and services being quoted. This is covered in detail in Line Items and Pricing.

Additional Sections

Below the line items table, several additional panels provide detailed quote configuration:

Each of these is covered in Quote Extras.

Quote Actions

At the bottom of the editor:

Cloning a Quote

Cloning creates an exact copy of the current quote, including all line items, options, and settings. The clone is saved as a new quote with a new quote number.

To clone a quote:

1. Open the quote you want to copy.

2. Click Clone Quote at the bottom of the editor.

3. The new quote opens in the editor. Make any changes needed.

4. Click Save.

Saving Quotes

Click the Save button or use the save action in the header to save your work. The save operation sends all data to the server, including:

The unsaved changes indicator disappears after a successful save.

Quote Workflow Tips

Line Items and Pricing

The line items table is the main pricing engine in Quoteboard. It calculates MSRP, markups, discounts, costs, and margins for every product or service on a quote.

Table Overview

The line items table has 15 columns organized into four color-coded groups:

The color coding helps you quickly identify which group of calculations you are looking at. Colors are adjusted for readability in both dark and light themes.

Editable vs. Calculated Columns

Some columns accept direct input. Others are calculated automatically and displayed in gray text.

Editable Columns (you type values here)

Calculated Columns (auto-computed, read-only)

Calculated columns are displayed in gray text so you can easily distinguish them from editable fields.

Adding Line Items

When you create a new quote, the table starts with 6 empty rows. To add more rows:

1. Click the Add Row button (+ icon) below the table.

2. A new empty row is appended at the bottom.

You can add as many rows as needed.

Entering Data

1. Click on a cell in an editable column to begin entering data.

2. Use Tab to move to the next editable cell in the row (QTY → Part # → Description → MSRP → Cost).

3. As you enter MSRP and Cost values, the calculated columns update automatically.

Entering Markup and Discount

Markup and Discount percentages can be set two ways:

Per-line editing:

Global editing (all rows at once):

This is useful when you want a uniform markup or discount across the entire quote.

Deleting Line Items

1. Click on the row you want to delete to select it.

2. Click the Delete Row button (trash icon) below the table.

3. The row is removed immediately.

Subtotals Row

At the bottom of the table, a subtotals row displays running totals:

These subtotals feed into the pricing summary at the top of the quote editor and are used by other panels (freight calculations, financing, etc.).

Responsive Column Hiding

To keep the table readable, Quoteboard automatically hides the extended quantity columns (MSRP × QTY and Cost × QTY) when every line item has a quantity of 1. In that case, the per-unit and extended prices are identical, so the extra columns add no value. As soon as any line has a quantity greater than 1, the extended columns reappear.

Understanding Margins

The table shows margin percentages in three places, corresponding to different pricing stages:

1. MSRP Margin — Your margin if you sell at MSRP: (MSRP - Cost) / MSRP

2. Markup Margin — Your margin after applying the markup: (Markup Price - Cost) / Markup Price

3. Discount Margin — Your final margin after applying the discount: (Discounted Price - Cost) / Discounted Price

Watching these margins helps you ensure profitability at every pricing stage. If a margin turns negative, it means you are selling below cost.

Pricing Calculation Flow

Here is how the pricing flows through the table for a single line item:

MSRP (you enter)
  ↓
MSRP × QTY = MSRP × Quantity
  ↓
Markup %  (you enter)
  ↓
MSRP × Markup = MSRP × (1 + Markup%)
EXT × Markup = MSRP × Markup × QTY
  ↓
Discount %  (you enter)
  ↓
Discounted Price = MSRP × Markup × (1 - Discount%)
  ↓
Cost (you enter)
  ↓
Cost × QTY = Cost × Quantity
Margins calculated at each stage

Tips

Quote Extras

Beyond line items, the quote editor includes several additional panels for configuring freight, support agreements, optional items, trade-ins, financing, and quote metadata. These panels appear below the line items table.

Quote Settings Panel

The settings panel stores metadata and notes for the quote.

Fields

Custom Field Dropdowns

If your administrator has configured custom dropdown fields for quotes, they appear in this panel. These are configurable through the Dropdown Choices dialog (see Administration).

Freight Panel

The freight panel calculates shipping and handling costs for the quote.

Shipping Method

Select a shipping method from the dropdown:

The shipping method selection is informational and may affect cost estimates depending on how your organization tracks freight.

Cost Fields

The freight panel responds to changes in the line items table. When the MSRP subtotal changes, the labor cost calculation updates automatically.

Support Agreements (SA1 and SA2)

Quoteboard supports two tiers of service or maintenance contracts, labeled SA1 and SA2. Each tier has its own panel.

Fields (per agreement)

Use SA1 for the primary support tier and SA2 for an optional secondary tier (such as an upgraded or premium agreement).

Options Panel

The options panel lets you add optional items or services that the customer can choose to include.

How Options Work

Options are supplementary items not included in the main quote total. They give the customer the flexibility to add extras at a defined price.

Managing Options

Adding an option:

1. Click the Add button below the options table.

2. Fill in the row: Description, Quantity, Unit Price.

3. The Extended Price (Quantity × Unit Price) is calculated automatically.

Deleting an option:

1. Click on the row to select it.

2. Click the Delete button.

Options Table Columns

A subtotal row at the bottom shows the total value of all options.

Trade-In Panel

The trade panel records trade-in equipment or buyback credits applied to the quote.

Fields

Trade-in values reduce the customer's out-of-pocket cost and are reflected in the quote total.

Financing Panel

The financing panel helps you calculate lease rates and monthly payments for the quoted equipment.

How It Works

1. Select a leasing partner from the dropdown (e.g., GreatAmerica, Wells Fargo).

2. Select a lease type:

3. Select a term length in months (e.g., 24, 36, 48, 60).

4. The panel automatically filters the available lease rates based on the quote's equipment price range.

5. The monthly payment is calculated and displayed.

Displayed Information

Lease Rate Lookup

Lease rates are stored on the server and can be managed by administrators (see Administration). The rates are filtered by:

If no matching rates are found for the selected criteria, the panel will show a message indicating no rates are available. Contact your administrator to add rates for the relevant price range.

Tips

PDF Export

Quoteboard can export quotes as professionally formatted PDF documents. There are three formats designed for different audiences, plus a bundle option that generates all three at once.

How to Export

1. Open the quote you want to export.

2. Click the Export PDF dropdown button in the quote editor header bar.

3. Select one of the four options:

4. Choose a save location when prompted.

5. The PDF is generated and saved to disk.

Export Formats

Simple Format (Customer-Facing)

A compact, 4-page document ideal for straightforward quotes.

Page 1: Cover and Pricing

Page 2: Proposal Details

Page 3: Options

Page 4: Leasing

Best for: Day-to-day quotes where a full formal proposal is not needed.

Export Format (Formal Proposal)

A full 5-page document with a dedicated cover page, designed for formal business proposals.

Page 1: Full Cover Page

Page 2: Pricing

Page 3: Proposal Details

Page 4: Options

Page 5: Leasing

Best for: Formal proposals to new customers, large deals, or when a polished presentation is important.

Sales Report (Internal Use)

A 4-page document similar to the Simple format but with additional cost and margin information. This format is for internal use only — do not send it to customers.

Page 1: Cover and Pricing (with Cost)

Page 2: Proposal Details

Page 3: Options

Page 4: Leasing

Best for: Internal review, sales meetings, margin analysis, and management reporting.

Bundle (All Formats)

Generates all three formats at once and saves them to a folder.

Output files:

Best for: When you need to prepare both customer-facing and internal versions of the same quote.

PDF Content Details

Cover Page Information

The cover page (Export format) or header band (Simple/Sales Report) includes:

The sales rep information is pulled from your user profile. Make sure your profile is up to date (see User Settings) so the PDFs display your correct name, title, email, and phone number.

Pricing Table

The pricing table in the PDF includes the following columns:

Options Table

If the quote has optional items, a table is included with:

Leasing Page

If financing is configured on the quote, the leasing page shows:

Tips

Sales Funnel

The Funnel page tracks sales leads through a multi-stage pipeline, from first contact to quote presentation. It helps you manage your active opportunities and see where each lead stands in the sales process.

Funnel List

Navigate to the Funnel tab (or press Ctrl+2) to see the funnel list view.

Viewing Leads

The list displays all active leads in a table with:

Filtering

Use the filter options to narrow the list by pipeline stage. You can view leads at specific stages or see all active leads at once.

Searching

Use the search bar to find leads by company name, contact name, or other fields.

Creating a New Lead

1. Click the New Lead button at the top of the list, or press Ctrl+Shift+N from anywhere in the app.

2. A dialog appears with fields for:

3. Fill in the details and click Create.

4. The new lead opens in the editor.

Opening a Lead

Double-click any row in the list to open it in the editor, or right-click for context menu options (Open, Duplicate, Delete).

Pipeline Stages

The sales funnel tracks leads through 9 sequential stages:

Each stage is represented as a checkbox in the lead editor. Check a stage to mark it as complete.

Lead Editor

Opening a lead shows the full editor with several sections:

Pipeline Progress

At the top of the editor, a visual progress circle shows how many of the 9 stages have been completed. This gives you an at-a-glance view of how far along the lead is.

Below the progress indicator, the 9 stages are listed as checkboxes. Check each stage as you complete it.

Contact Information

Lead Details

Lead Log

A chronological activity log where you can record notes about interactions, meetings, and updates. Each entry is timestamped.

To add a log entry:

1. Type your note in the text area at the bottom of the log section.

2. Click Add or press Enter.

3. The entry is saved with the current date and time.

Assigned Sales Rep

A dropdown to assign or reassign the lead to a specific sales team member. This helps with workload distribution and accountability.

Actions

Working with the Funnel

Typical Workflow

1. Create a lead when you identify a new sales opportunity.

2. Update the pipeline stages as you make progress (contacted → qualified → configuration → quote → presented).

3. Log activities to keep a record of interactions.

4. Update the value and probability as you learn more about the opportunity.

5. When the deal closes, it moves to the Sales page (see Closed Sales).

Tips

Closed Sales

The Sales page manages deals that have progressed past the quoting stage and are now in the post-sale process. It tracks payments, delivery, installation, and follow-through until the sale is fully complete.

Accessing Closed Sales

Navigate to the Sales tab (or press Ctrl+4) to view the sales list.

Sales List

The sales list shows closed deals in a table:

Filtering and Search

Post-Sale Pipeline

Closed sales are tracked through 9 post-sale stages:

Each stage is a checkbox in the sales editor. Check stages as they are completed.

Sales Editor

The sales editor is similar to the funnel editor but uses the post-sale pipeline stages. It includes:

Pipeline Progress

A visual progress circle showing how many of the 9 post-sale stages are complete. The stage checkboxes are listed below for you to mark as each milestone is reached.

Contact Information

Same fields as the funnel editor — company name, contact person, email, and phone.

Deal Details

Activity Log

Continue logging activities, notes, and communications throughout the post-sale process. Each entry is timestamped.

Assigned Sales Rep

Shows which team member owns this deal. Can be reassigned if needed.

Relationship to the Funnel

The Sales page and Funnel page share the same underlying data structure (leads), but operate in different modes:

When a lead progresses from the funnel to a closed sale, it transitions to the Sales view with the post-sale pipeline stages.

Tips

Customers

The Customers page is the master database of all customer companies. Each customer record includes company information, a detailed profile, marketing and relationship data, associated contacts, and equipment.

Customers List

Navigate to the Customers tab (or press Ctrl+5) to see the customer list.

Viewing Customers

The list displays customers in a searchable table:

Data is loaded on demand — the list fetches from the server the first time you visit the page.

Searching

Type in the search bar to filter customers by company name. The search queries the server, so you can find customers even if they are not currently visible in the list.

Opening a Customer

Double-click any row to open the customer detail view.

Customer Detail View

The customer detail view has a tabbed interface with three main tabs and two sub-tabs.

Company Info Tab

Basic company and address information:

Profile Tab

Detailed company characteristics useful for sales targeting and account management:

Marketing Tab

Sales relationship and pipeline information:

Contacts Sub-Tab

Manage the contact persons associated with this customer. See Contacts for full details.

The contacts sub-tab shows a table of all contacts for this customer:

Actions:

Equipment Sub-Tab

Track equipment owned by this customer. See Equipment for full details.

The equipment sub-tab shows a table of all equipment for this customer:

Actions:

Saving Changes

Click the Save button to save any modifications to the customer record. All tabs (Company Info, Profile, Marketing) are saved together.

Tips

Contacts

The Contacts page provides a global view of all customer contact persons across your entire customer database. You can also manage contacts directly from a customer's detail view.

Contacts List

Navigate to the Contacts tab (or press Ctrl+6) to see all contacts.

Viewing Contacts

The list displays all contacts across all customers:

Searching

Use the search bar to find contacts by name, email, or phone number. This searches across all customers, making it easy to find a specific person without knowing which company they belong to.

Contact Detail View

Open a contact by double-clicking their row in the list.

Contact Fields

Actions

At the bottom of the detail view, you have access to several actions:

Save — Saves any changes to the contact's information.

Delete Contact — Removes the contact permanently. Use with caution.

Send Password Reset Email — Sends a password reset link to the contact's email address. This is for resetting their credentials on the customer portal (the web-based customer interface), not for Quoteboard itself.

Send Magic Link Email — Sends a one-time login link to the contact's email address. Magic links let the contact sign in to the customer portal without needing to remember their password. The link expires after a single use.

Adding Contacts

Contacts are added through the customer detail view:

1. Navigate to Customers and open the customer record.

2. Go to the Contacts sub-tab.

3. Click Add Contact.

4. Fill in the contact's name, title, email, and phone.

5. Click Save.

The new contact is automatically associated with that customer.

Managing Contacts from the Customer View

You can perform all contact management directly from a customer's detail view without leaving the customer page:

This is often more convenient than using the global Contacts page when you are already working with a specific customer.

Customer Portal Actions

Password Reset Email

When you click Send Password Reset Email:

1. An email is sent to the contact's email address.

2. The email contains a link to reset their customer portal password.

3. The contact clicks the link and sets a new password.

4. This only affects their customer portal login — it has no effect on Quoteboard accounts.

Use this when a customer contact has forgotten their portal password or when setting up portal access for the first time.

Magic Link Email

When you click Send Magic Link Email:

1. An email is sent to the contact's email address.

2. The email contains a one-time login link.

3. The contact clicks the link and is signed into the customer portal automatically.

4. The link expires after one use.

Use this for quick portal access when the contact doesn't want to set up or remember a password, or for one-time access needs.

Tips

Equipment

The Equipment page tracks all customer-owned equipment, including serial numbers, current meter readings, and historical count data. Equipment records are associated with specific customers.

Equipment List

Navigate to the Equipment tab (or press Ctrl+7) to see all equipment across all customers.

Viewing Equipment

The list displays all equipment records:

Searching

Use the search bar to search across all equipment fields — make, model, serial number, customer name, and notes.

Equipment Detail View

Open an equipment record by double-clicking its row in the list.

Equipment Fields

Count History

For existing equipment, the detail view includes a Count History section. This is a log of all meter readings or count updates recorded over time.

#### Count History Table

#### Adding a Count

1. Click the Add Count button in the count history section.

2. A dialog appears with fields for:

3. Enter the values and click Save.

4. The new count appears in the history log with the current date.

5. The Current Count field on the equipment record is updated to reflect the latest reading.

#### Deleting a Count

1. Select a count entry in the history table.

2. Click the Delete Count button.

3. The entry is removed from the log.

Note: Deleting a count entry does not automatically recalculate the "Current Count" field. If you delete the most recent entry, the current count may need to be updated by adding a corrected entry.

Adding Equipment

Equipment is added through the customer detail view:

1. Navigate to Customers and open the customer record.

2. Go to the Equipment sub-tab.

3. Click Add Equipment.

4. Fill in the make, model, serial number, initial count, and any notes.

5. Click Save.

The equipment is automatically associated with that customer.

Managing Equipment from the Customer View

You can manage all equipment directly from the customer's detail view:

Related Items

Equipment records may have related items in the task tracking system, such as service tickets, maintenance records, or other linked data. These relationships are maintained on the server and provide context for the equipment's history.

Use Cases

Meter Readings

For equipment with meters (e.g., printing presses, copiers), use the count history to track meter readings over time. Record readings at regular intervals (monthly, quarterly) to:

Asset Tracking

Use equipment records to maintain a complete inventory of what each customer owns. This helps with:

Service History Context

When combined with the task tracking system, equipment records provide context for service calls and maintenance. The related items feature links equipment to its service history.

Tips

Vendors

The Vendors page manages your supplier and vendor database. Use it to keep track of the companies you purchase from, including their contact information and notes.

Vendors List

Navigate to the Vendors tab (or press Ctrl+8) to see the vendor list.

Viewing Vendors

The list displays vendors in a searchable table:

Data is loaded on demand — the list fetches from the server the first time you visit the page.

Searching

Use the search bar to filter vendors by name, contact, or other fields.

Creating a New Vendor

1. Click the New Vendor button at the top of the list.

2. The vendor detail view opens with empty fields.

3. Fill in the vendor's information.

4. Click Save.

Vendor Detail View

Open a vendor by double-clicking their row in the list.

Vendor Fields

Actions

Tips

Notifications

Quoteboard includes a real-time notification system that keeps you informed about changes and activity across the application. Notifications are delivered automatically from the server and displayed in the notification panel.

Notification Bell

The notification bell icon is located in the top-right area of the header bar, to the left of the theme toggle and settings buttons.

Click the bell to open the notification panel.

Notification Panel

The notification panel is a dropdown that appears below the bell icon. It shows your recent notifications in a scrollable list, with the newest notifications at the top.

Notification Display

Each notification shows:

Notification Types

Notifications are generated for various events:

Managing Notifications

Mark a single notification as read:

Delete a single notification:

Mark all notifications as read:

Notification Limits

The notification panel caches up to 200 notifications locally. Older notifications beyond this limit are not displayed but may still exist on the server.

Background Polling

Quoteboard checks for new notifications automatically in the background:

Tips

Themes and Appearance

Quoteboard features a modern theme system with dark and light modes, inspired by the Catppuccin color palette. You can switch themes at any time, and your preference is saved across sessions.

Theme Modes

There are three theme modes:

Switching Themes

You can switch themes in several ways:

Header Bar Toggle

Click the theme toggle button in the header bar (top-right area). It shows:

This toggle switches directly between dark and light mode.

Menu Bar

Go to View → Appearance in the menu bar and select:

Login Window

The theme toggle is also available on the login window (top-right corner), so you can set your preferred theme before logging in.

Settings Dialog

Open Settings → Preferences tab and select your theme from the theme selector.

Theme Persistence

Your theme choice is saved to settings.json in your configuration directory. When you restart Quoteboard, it remembers your last selected theme.

Color Palettes

Dark Mode Colors

Light Mode Colors

Theme-Aware Elements

The theme affects the entire application:

System Theme Detection

When set to "System" mode:

Tips

User Settings

The Settings dialog lets you manage your profile, preferences, security, and view application information. Open it from the settings button (gear icon or profile picture) in the header bar, then click User Settings.

Profile Tab

Manage your personal information and profile picture.

Personal Information

Your name and title appear on exported PDF quotes in the "From" section, so keep this information accurate and professional.

Profile Picture

Upload a photo that appears as your avatar throughout the application (in the header bar settings button, on notifications, etc.).

Uploading a profile picture:

1. Click the Upload Picture button.

2. Select an image file from your computer.

3. A crop tool appears:

4. The preview shows how your picture will look as a circular avatar.

5. Click Save to upload.

Removing a profile picture:

1. Click the Remove Picture button.

2. Your avatar reverts to a default icon or your initials.

Preferences Tab

Configure application behavior.

Theme Selection

Choose your visual theme:

See Themes and Appearance for more details.

Notification Settings

Configure how notifications are delivered and displayed. Options may include notification frequency and which types of events generate notifications.

Security Tab

Manage your password and login sessions.

Change Password

To change your Quoteboard password:

1. Enter your Current Password.

2. Enter your New Password.

3. Enter your new password again in the Confirm Password field.

4. Click Change Password.

The password change takes effect immediately. Your current session remains active.

Saved Sessions

View a list of your active login sessions. If you are logged in on multiple devices or applications, each session appears in the list.

Saved Credentials

If you previously checked "Remember Password" on the login screen, your credentials are stored in the OS keyring.

To remove saved credentials, you can:

About Tab

View information about the application:

Closing Settings

Click the Close button at the bottom of the dialog to return to the application. Changes to your profile are saved when you click save within each section.

Tips

Administration

The Admin dialog provides system management tools for administrator users. It is accessible from the settings menu in the header bar (click Admin Settings) or from Help → Admin Settings in the menu bar.

Only users with administrator privileges can access the Admin dialog. If you do not see the Admin Settings option, you do not have admin access. Contact your system administrator to request it.

Users Tab

Manage user accounts for the Quoteboard system.

Viewing Users

The users list shows all accounts:

Click Refresh to reload the user list from the server.

Adding a User

1. Click the Add User button.

2. Enter the new user's username (typically their email address).

3. Enter a temporary password for the account.

4. Click Create.

5. Share the credentials with the new user. They should change their password after first login (via Settings → Security).

Deleting a User

1. Select the user in the list.

2. Click Delete User.

3. Confirm the deletion when prompted.

Deleting a user removes their account permanently. Any records they created (quotes, leads, etc.) remain in the system and can be reassigned.

Trash Tab

Manage deleted items. When records are deleted in Quoteboard, they are soft-deleted (moved to trash) rather than permanently removed. This allows recovery of accidentally deleted data.

Viewing Trash

The trash list shows all deleted items across the system:

Click Refresh to reload the trash list.

Restoring Items

1. Select an item in the trash list.

2. Click Restore.

3. The item is undeleted and returns to its original location.

Restored items retain all their original data, including associated records (e.g., a restored customer retains their contacts and equipment).

Permanently Deleting Items

1. Select an item in the trash list.

2. Click Delete Forever.

3. Confirm the permanent deletion.

Permanent deletion cannot be undone. The record and its data are removed from the database entirely.

Emptying Trash

Click Empty Trash to permanently delete all items in the trash at once. This is useful for periodic cleanup but should be used with caution since it cannot be undone.

Logs Tab

View server activity logs for troubleshooting and monitoring.

Log Viewer

The log viewer displays the last 200 lines of the server log. Logs include:

Click Refresh to load the latest log entries.

Using Logs

Logs are helpful for:

Info Tab

View technical information about the server and system.

SSL Certificate Info

Monitor the expiration date to ensure the SSL certificate is renewed before it expires.

Database Schema Status

Shows the current state of database migrations. This tells you whether the database schema is up to date with the server software version. If migrations are pending, the server administrator may need to run them.

Server Version

The version number of the Corejobtrack server.

Defaults Tab

Configure system-wide default settings.

Ticket Color Defaults

Customize the default colors used for tickets in the task tracking system:

1. Click the color swatch next to a ticket type or priority.

2. A color picker appears.

3. Select the desired color.

4. Click Save to apply the changes.

Color changes affect how tickets are displayed across the entire system, not just for your account.

Lease Rate Management

Administrators can manage lease rate tables that are used by the Financing Panel in the quote editor. Access this from the Database menu in the menu bar.

Lease Rates Dialog

The lease rates dialog lets you view, add, edit, and delete lease rates.

#### Viewing Rates

The rates table shows:

#### Adding a Rate

1. Click Add Rate.

2. Fill in partner, lease type, term length, rate factor, and price range.

3. Click Save.

#### Editing a Rate

1. Double-click a rate in the table.

2. Modify the fields.

3. Click Save.

#### Deleting a Rate

1. Select a rate.

2. Click Delete.

#### Bulk Import

For large rate table updates:

1. Click Bulk Import.

2. Provide the rate data (typically from a leasing partner's rate sheet).

3. The system imports all rates at once.

Note: Bulk import may clear existing rates for the selected partner before importing the new set.

Dropdown Choices Management

Administrators can customize the dropdown options available in quote fields. Access this from the Database menu.

Dropdown Choices Dialog

1. Select the field name you want to customize.

2. The current options are displayed as a list of key-value pairs.

3. Add, edit, or remove options as needed.

4. Click Save to apply changes.

Changes affect all users immediately. Updated dropdown options will appear the next time a user opens a quote editor.

Tips