Breadcrumbs

Getting Started with Quotec

Welcome to Quotec

This section will help you get familiar with Quotec, set up your account and learn the basics of working within the platform.

If you're new to Quotec, we recommend starting here before moving into the more detailed help guides.

What you'll find in Getting Started

Learn about Quotec

Start with an introduction to the Quotec ecosystem, how it supports your business and some of the common terminology you'll encounter.

Welcome to Quotec

Understanding Quotec

Who is Quotec for?

Quotec Terminology and Glossary for Steel-Building Workflow and Product Terms


Set up your account

Learn how to access your Quotec account, manage your login details and make sure your system is ready to use.

The Your Account section covers:

  • logging in

  • changing your login details

  • two-factor authentication

  • minimum system requirements


Learn your way around

The Navigating Quotec section introduces the main areas you'll use when working in Quotec, including:

  • the Quotec menu

  • your dashboard and home screen

  • finding a job

  • tasks and calendar


Get started with your first workflow

Once you're familiar with the basics, head to Quick Start for practical guides that introduce some of the core Quotec workflows.

You'll learn how to work through:

Your First Job → Your First Quote → Your First Order

You'll also find Quotec Basics, which covers the essential concepts you'll use as you begin working in the platform.

New to Quotec?
Start at Welcome to Quotec and work through the Getting Started guides in order. When you're ready to put it into practice, move on to Quick Start.


Need a hand?

We're always here to help.

If you can't find what you're looking for, need more information or have a question about using Quotec, our Helpdesk team is ready to assist.

Email our Helpdesk and we'll help point you in the right direction.