General
Activity
Database
Your Company
Accounting
Ai Tools
“Non-Menu” documents
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, a Job is created which helps you manage production and can contain multiple PO’s
Individual PO’s, their status and extra info.
Individual Invoices, their status and extra info