Recent Topics
ActionFlow isn't loading- Error DomainService
ActionFlow isn't loading and I see an error 'DomainService' Store update, insert, or delete statement affected. I also see not enough quota is available to process this command. Any ideas?
Receiving Worksheets
Is there a way to customize a receiving worksheet for a partial delivery? I have a couple reasons for asking: 1. For example, I might have a PO that has 15 slabs on it, but I'm only receiving 5 slabs in one load on one day. Is there a way for those 5
Report for Available Remnants
We are trying to clean up our remnant yard, and I was curious if there was a way to pull up a report with all of our available remnants in action flow?
How do I know if I am making a profit?
There are different philosophies (for example, cost accounting vs throughput accounting) about how to answer that question and we have multiple tools depending on how you approach making a profit. You will need tools to track and analyze your costs. For
How do I know if I need to adjust my prices?
There are different philosophies (for example, cost accounting vs throughput accounting) about how to answer that question and we have multiple tools depending on how you approach making a profit. You will need tools to track and analyze your costs. For
Can I automatically add a markup to my quotes/estimates?
Yep, you can add a markup at the price list level and can then override or delete that value at the area level. Be sure to only set a default margin OR markup for a price list. The Markup % in the area module is set once the price list has been selected
I have a default margin for this price list but it isn't working for all my line items.
Check if there is value in the "Mrgn" column for that SKU Item in the Administration/SKU Items table in the bottom left. Margin set for individual SKUs override the price list margin. In that case, you could override the revenue of that SKU item if you
Where is the override section in the area module?
Overrides may not be permitted for that price list. Talk to your administrator or account manager if you believe the price list should have override capabilities. If the price list is set for overrides and you still aren't seeing the "Override" dropdown,
This price list has its own address but isn't showing up in the estimate. Why?
The priority for addresses that are added to the top right of the estimate is: The report's AlternateAddress field in Report Configurations Price List Alternate Address Address stored in Customer with the Fabrication Shop Name (added during account setup)
Do you know of labels that are waterproof and don't leave residue on slabs?
We do! SPEEDLabel is a great option and we integrate with them!
I want to charge a tax, but only on the MATERIAL. How do I do that?
Work with your administrator or account manager to create a class that has the "MaterialTax" type. Create a SKU item and add it to a price list(s). You will then use the "Percent" column to set the percentage of the material revenue that will be charged
I want to charge a tax, but only on INVENTORY items. How do I do that?
Work with your administrator or account manager to create a class that has the "InventoryTax" type. Create a SKU item and add it to a price list(s). You will then use the "Percent" column to set the percentage of inventory items that will be charged as
I have a unit cost set for a slab in the SKU items page, but my quote doesn’t match that value. What is happening?
You may have a material waste factor for the material class which is being applied to the SKU Item unit cost. The "MaterialWaste%" column is used to estimate how much material is wasted on SqFt based jobs. The wasted material is then displayed in the
Is there a way to automatically add line items to my quote?
There are a few ways to do this depending on your need. 1. You could use a field in the Job Details section that would add a line item based on what is selected there. You will have to go into the area module and click and save to add the line item BUT
Is there a good way to organize our sinks in ActionFlow so we can find them easier when quoting?
ActionFlow has multiple types of cutouts that you can link to sinks. This allows you to sort those sinks into smaller groups, so that certain cutouts only show certain sink options.
Can I charge a fee for non-stock colors?
Yep, you will use a Special Calculation type for a "Non stock charge" line item and will have to designate which SKU items are considered stock colors.
What does the "Report?" column in the SKU items grid do? When I check the box, I don't see it on my reports.
That column adds SKU items to the "Install Schedule Checklist." You can hold down the "Shift" key and then right click on the columns in the SKU page to learn which each column does.
Customizable 'Do Now'
Would it be possible to customize the 'Do Now' list based on the grey bar in the job area?
Can I show retail and revenue prices on the same estimate?
Yes, you can do that at the price list level in the "Advanced Settings" dropdown. Learn more about Retail Price Lists and setting up your estimate. "Retail Price List?" And "Show Alternative Revenue?" both need to be checked. At the report level, the
What is a good margin?
What a question! It depends on who you ask. For fabricators who follow cost accounting, a 5% to 10% margin is normal and 15%-30% is doing well for the countertop industry. Obviously, that can range significantly based on location, type of business (commercial
User Retreat
Hey guys, I know the 2025 User Retreat is coming up soon and I'd really excited to attend. What are the dates on the User Retreat?
Phone Number and Email on Estimate Report
Why is the customer phone number and email not showing on my Estimate/Quote Report?
Locked area after invoiced
I have a question about after a job is paid the area and job is locked. There are times when we need to go back in for things. Is there a way to not have the job locked after it is paid?
Editing Email Verbiage
How do I edit the email verbiage for an estimate or a report?
Margin at a glance?
Is there a way to see the margin at a glance for each job?
Alias names for colors (name depends on supplier)
Our slab colors have multiple names depending on the supplier. How do we track slabs that have multiple names?
Line items that depend on slab number
Can I add a charge based on the number of slabs in a job?
Warranty plans for jobs
How do I add a warranty plan to a job?
Can I quickly add a color to quote with without going into the Administration Tab?
I need to quickly add a color to quote with. Can I do that without going into the Administration Tab?
Correct Cost Not Showing Up On Area For Slabs
I've noticed a couple of situations when the SKU pricing is updated in the Admin tab but it isn't carrying over to the inventory items section when we are editing an area. For instance, in this area I have MSI Test Color 3cm selected and then added a
Dimensions and Edges not Showing Up on Drawing?
I just created a new price list but the dimensions and edge profiles aren't showing up on the drawing. Any advice?
Why don't I see SqFt for some jobs on the scheduler?
Why don't I see SqFt for some jobs on the scheduler?
How do I bill the customer even if there is a dealer attached to my job?
How do I bill the customer even if there is a dealer attached to my job?
How do I change Slab Pricing to SqFt Pricing or Vice Versa?
How do I change Slab Pricing to SqFt Pricing or Vice Versa?
Can I tag the same slab to multiple areas?
Can I tag the same slab to multiple areas?
Can one slab be assigned to more than one job?
Can one slab be assigned to more than one job?
How do I change the status of an inventory item?
How do I change the status of an inventory item?
My locations are not scanning as locations on my import scan.
My locations are not scanning as locations on my import scan.
Can I save files or documents created outside of ActionFlow as part of a job's records?
Can I save files or documents created outside of ActionFlow as part of a job's records?
Is it possible to track actions that have not been completed?
Is it possible to track actions that have not been completed?