Setting up your default preferences in VoltPro allows you to create estimates more efficiently by automatically applying your standard rates, taxes, and terms. This guide will help you configure these settings to streamline your workflow.

Default Currency and Labor Settings

Setting default labor rates and labels saves time when creating estimates.

1. Access Estimate Settings

   • Click on your profile picture at the bottom of the left navigation

   • Click "Settings"

   • Select "Estimates" from the settings menu

2. Configure Default Labor Information

   • In the "Labor" section, enter your default labor label (e.g., "Labor", "Installation", "Service")

   • Enter your standard hourly rate in the "Default Rate" field

   • These values will be automatically applied to new estimates

   • You can still override these defaults on individual estimates as needed

Default Tax Settings

Setting up default taxes ensures consistent application of tax rates across your estimates.

1. Access Tax Settings

   • Navigate to Settings > Estimates

   • Scroll to the "Tax" section

2. Add Default Taxes

   • Click the dropdown menu to select from your saved tax rates

   • If you need to create a new tax rate, you can do so within an estimate and then come back to set it as a default

   • Click "Apply" to set the selected tax as a default

   • Default taxes will be automatically applied to all new estimates

3. Managing Multiple Tax Rates

   • You can add multiple tax rates if your business operates in different jurisdictions

   • Each can be individually added or removed from estimates as needed

Global Product Catalog Settings

The global product catalog gives you access to thousands of pre-built electrical materials.

1. Enable/Disable Global Catalog

   • In the Estimate Settings, find the "Global Product Catalog" section

   • Toggle the switch on to include global products in material searches

   • Toggle off if you prefer to work exclusively with your own material catalog

2. How Global Catalog Affects Estimates

   • When enabled, global materials will appear in search results when adding items to estimates

   • Global catalog items are marked with the VoltPro icon

   • You can add these items directly to estimates or save them to your personal catalog

Default Additional Content

Set up standard terms, conditions, or notes that will appear on all your estimates.

1. Configure Default Content

   • In the Estimate Settings, find the "Content" section

   • Use the text editor to create your standard content

   • You can use formatting options like bold, italic, and lists

   • This content will prefill the "Additional Content" section in the estimate form

2. Best Practices for Additional Content

   • Include payment terms (e.g., "Payment due within 30 days")

   • Add standard exceptions or conditions (e.g., "Price valid for 60 days")

   • Include any legal disclaimers your business requires

   • Keep the content concise and professional

Default Contact Information

Set default contact information that will appear on your estimates.

1. Set Default Contact Details

   • In the Estimate Settings, find the "Contact Information" section

   • Enter your default contact name in the "Default Contact Name" field

   • Enter your default contact email in the "Default Contact Email" field

   • This information will appear on estimate PDFs and can be overridden on individual estimates

Organization Details for Estimates

Your company information is pulled from Organization settings for use in estimates.

1. Access Organization Settings

   • Navigate to Settings > Organization

2. Configure Company Information

   • Enter your company name

   • Add your logo (recommended size: 200x200 pixels)

   • Fill in your company address, phone, and email

   • This information will appear on all estimate PDFs

3. Best Practices for Organization Details

   • Use a high-quality logo for professional appearance

   • Ensure all contact information is current and correct

   • Complete all address fields for proper formatting on PDFs

Saving Your Preferences

1. Save Changes

   • After configuring your preferences, click the "Save changes" button at the bottom of the page

   • A success message will confirm your settings have been saved

2. Testing Your Default Settings

   • Create a new estimate to verify your default settings are applied

   • Make adjustments to your preferences if needed