Setting up administration jobs and template jobs in Abtrac helps streamline non-billable work and recurring projects. Administration jobs track internal tasks like leave, training, and meetings, while template jobs provide pre-filled job details for commonly repeated work. By using templates, businesses can quickly clone and assign jobs with consistent billing and budget settings, reducing setup time and improving workflow efficiency. This guide explains how to create, manage, and apply these job types effectively.

Learn how to configure and manage quoting and proposals in Abtrac. This guide covers proposal job setup, document templates, tracking follow-ups, reporting tools, and converting proposals into live projects.

Send quotes, fee estimates, and engagement letters directly from Abtrac. This article explains how to generate proposal documents using job templates, with options to preview, edit, and email them. Documents can be emailed directly from Abtrac to your clients using preset templates and contact details.