QUOTE · MOST USED LIVE
Quote Builder
Build, price and review client quotes. SKU catalog, cost entry, client quotations.
— DRAFTS · — REVIEW · — SENT
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MILESTONES TRACKER
Project Tracker
Payment milestones across every live project. Who owes what, when. HubSpot sync, cashflow forecast.
— LIVE · — DUE THIS WK
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SUPPLIER INVOICES CHECK
Invoice Checker
Supplier-invoice OCR + Xero auto-push. Firm-with-attachment lines route here for approval.
— PENDING APPROVAL
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CLIENT FEEDBACK ADMIN + OPS
Feedback Invitations
Create a one-time feedback link for a client after handover, then send it by email or WhatsApp.
INVITE · TRACK · REVOKE
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AR · RECEIVABLES MONITOR
AR Checker
Receivables monitor. Aging buckets, statement reminders, write-offs.
0–30 · 31–60 · 61–90 · 90+
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PIPELINE HEALTH
Pipeline Check
Post-show → payment flow health. Silent-failure detection across the funnel.
FUNNEL · APPROVALS · COVERAGE
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TENDER KB
Tender Intelligence
Q&A knowledge base + auto-fill questionnaires for incoming tenders. Sign & stamp module.
SEARCH · QUESTIONNAIRE · SIGN
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RATES PRICING TEAM
Rates & Pricing
Cost / sell calibration grid. Supplier rates, markup ratios, last-touched.
— SKUS · — UPDATED 7D
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