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This section will cover setting up basic accounts settings, setting up you and your team and how to create companies.

This guide helps you set up quoting processes. Add Sales Reps, define support settings, set up maintenance partners, and configure MSA terms. Create a Quote PDF template and learn to build, convert, and price quotes. Advanced options include showing/hiding line item pricing. Export asset data, generate PDF quotes, and manage quotes efficiently.

This section will cover converting a quote to a contract, importing an existing contract, amending, renewing, and customer access to a contract on the Customer Portal.

Owlytica allows you to open and manage tickets against IT assets, and open tickets on a time and materials basis. Tickets are opened via the customer portal, by the customer, via email or manually.

These video playlists offer guided walkthroughs of commonly used processes within our system.