Master Data is where you can configure Telstra Trades Assist to suit your specific business needs.
In Master Data, you can manage your parts, labour rates, job checklists, worker qualifications, and create Job templates that let workers quickly and accurately quote on jobs while in the field.
To view Master Data
- Click from the Side Menu.
- The Master data page will open with a list of tabs to choose from.
- Clicking will also automatically expand the Side Menu to show a list of available tabs to choose from.
Tip: Creating templates is easy and allows your staff to tailor quotes, invoices and orders to your specific needs. Learn how to create templates here.