Quote Portal
Use your company Microsoft account.
| Quote # | Client | Job | Salesperson | Total | Status | Date |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Interim quick-entry to test saving + auto numbering. The full screen-by-screen builder gets wired in next.
Accepted quotes become projects. Log actual labor, materials and expenses to see real profit and final commission.
For jobs completed before the portal. Creates an accepted project you can track payments, costs, photos, warranty and service calls against.
| Loading… |
Photos of the finished install. Minimum 4 required for commission payout. Stored privately; resized automatically on upload.
| Amount | Date | Method | Milestone | Note |
|---|
| Role | Hours | Rate | Cost | Date | Note |
|---|
| Category | Description | Amount | Date | Note |
|---|
All five must be met before releasing final commission. Each change order is its own project.
| Paid out | Date | Note |
|---|
| Coverage | Term | Ends | Status |
|---|
| Reported | Scheduled | Completed | Issue | Status | Warranty | Billable | Tech |
|---|
Admins see all quotes; sales see only their own. Pay type sets the commission rate.
| Name | Role | Pay type | Active | |
|---|---|---|---|---|
| Loading… | ||||
Hourly rates used to cost project labor. Changing a rate only affects new labor entries.
Used to auto-calculate warranty end dates from each project's install-completion date. Labor uses the discounted term when the quote had a discount.
All settings stored as JSON. Labor rates above are saved into this same record.