Tutorials
Select an Administration tutorial to view its video.
Add a User Manager
This tutorial is for administrative users. It explains how to add a User Manager then assign it as a role to a user.
Add a User-Defined Field
Learn how to add UDFs to modules in order to capture additional information when entering data into Quadra.
Create a Notification
Learn how to set notifications that alert you to specific changes in Quadra, such as a new asset or an upcoming deadline.
Create an Email Based on a Notification
This tutorial will show you how to use Email Builder to create an email based on either an Activity Notification or a Date Notification.
Import Data
Explore the data import function that can be used for accounts receivable, claims, contacts, items, other exposures, structures, and vehicles; plus templates and metadata to prepare incoming data.
Manage Authorization Types for Drivers
Learn how to add and edit authorization types for drivers and also how to create new authorization types using the Administration module.
Manage Client Settings
Explore the client settings in Administration where you can select options for general details, Certificates, Vehicles, Drivers, the Dashboard, and Users.
Manage Client Settings for Accounts Receivable
This tutorial focuses on the client settings that support the A/R module. Determine if payments can be applied to future invoices, invoice sort order, if available credits should be automatically applied, and more.