· Workshops, makers & food producers · Automation

Accepted quotes go straight into the schedule

An accepted quote becomes a job with a due date, a materials list and a slot in the week, and the customer gets a date.

Xero knows a quote was accepted. The job board on the wall does not. Someone has to carry it across, and that someone is usually you at 18:30 with a marker pen.

When a quote is accepted, by reply, by a click on the quote link or by a signature, a job is created straight away. It gets a job number, the due date you promised, and a materials list pulled from the quote lines. If you quoted 14 metres of 20mm birch ply and two sheets of 6mm, that is what the materials list says.

It then takes a slot in the schedule. The schedule can be a Google Sheet or whatever you already use, so the floor sees the same thing you see. Jobs stack in date order, with a flag if the week is already full.

The customer gets one email with the order confirmed, the job number and the delivery week. Nobody has to ring them.

This is the kind of thing we build. It runs in your own accounts. The marker pen is optional.

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