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Admin
Lead Details
Adjust Quote Range
Saves the adjusted range to Firestore and emails the client
Sends customer to a signed quote page they can accept online
Full quote editor — adjust specs, pricing, upgrades, then send
Takeoff by supplier — toggle items, add customs, print or export CSV
Contact
Name
Email
Phone
Location
Submitted
Building Specs
Size
Floor Area
Foundation
Roofing
Siding
Overhead Doors
Windows
Man Doors
Add-Ons
Status
Quote Activity
Opened
Follow-up Reminder
A badge will appear on the lead card when the date arrives.
Notes
Quote Builder
Pre-tax
+
GST
=
Total
·
$/sqft
Customer
Building Specs
Line Items
Edit any value. Add or remove rows. All changes flow into the total below.
Description Qty Unit Unit Price Extended
Pricing Adjustments
All optional add-ons — set to $0 to exclude  ·  Total:
Adjustments & Rates
Subtotal
Management Fee
GST
Total (incl. GST)
Quote Details