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Admin
Lead Details
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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
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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: —
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Adjustments & Rates
Subtotal—
Management Fee—
GST—
Total (incl. GST) —
Quote Details