Create quote records in a central tracker table
Create quote records in a central tracker table
Your incoming quotes sit in your scheduler untracked, making follow-up and billing inconsistent. The tracker lets you prioritize and prepare invoices the same day.
Overview
As a small facilities owner, you need clear visibility into outstanding quotes to prioritize jobs and collect payment. This flow captures each new quote into a single tracker so you and your admin see totals and statuses within minutes and can schedule or invoice the same day.