Every client interaction starts here!

This is where Quotes start. ~ The CRM folder for clients activity info & resources ~ Can contain multiple Quotes.

Individual Quotes (and their revisions) ~ Contains statuses, financials and other relevant info.

A Project is an Enquiry that has converted to a Sale. May contain multiple Jobs and associated resources.

When a Quote converts to a Sale, it becomes a Job ~ helps you manage production ~ Can contain multiple PO’s

Individual PO’s, their status and extra info.

Individual Invoices, their status and extra info