⚠️ Follow-Up Needed

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📥 Leads Pipeline

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Recent Quotes

By Status

Step 1 — Quote Type

🚪 Door Quote 🪟 Window Quote 🚪🪟 Window & Door Quote

👤 Customer & Job Info

Customer Name *

Job / Project Name

Customer Address

Job Site Address

City, State, Zip

Job Site City, ST

Customer Phone

Quote Date *

Salesperson

F.O.B.

Terms

Status

⚙️ Global Specifications Apply to all units in this quote

✓ Non-Thermally Broken ✓ True Divided Lite ✓ Tempered Glass ✗ No Screens

Paint Color

Door Hardware

Brick Mould

Jamb Depth

Weather Stripping

Glass Specifications

Glass Type

Low-E Coating

Overall Glass Thickness

Tempered Logo

Spacer Material

Spacer Finish

📝 Notes

🚪 Door & Window Schedule

No units yet — click Add Unit to start

Subtotal$0.00

Tax % $0.00

Installation

Delivery

Drawings

TOTAL$0.00

Filter:

🛒 Purchasing

Purchase orders, vendor tracking & delivery pipeline

📥 Leads

Sales pipeline — from inquiry to close

📅 Install Schedule

Install scheduling & dispatch

📋 Unscheduled Orders

Drag to calendar to schedule ▼

🏢 Company Information

Company Name

Street Address

City, State, Zip

Phone

Fax

Email

Website

📄 Proposal Footer

Footer Note (appears on all proposals) Terms & Conditions (prints on last page of every proposal)

📋 Quote Defaults

Quote Number Prefix

Starting Quote Number

Default Tax Rate (%)

Quote Valid Days

Default Installation ($)

Default Delivery ($)

Default Terms

Default Manufacturer

Default Material / Finish

Default Glass Spec

Default Hardware

🎨 Branding & Appearance

🎨 Changes apply instantly across the entire application — navigation, headers, buttons, and printed proposals.

App / System Name

Shown in the browser tab title and sidebar header

Company Logo

🖼️

Click to upload or drag & drop

PNG, JPG, SVG, WebP — max 5MB

or paste URL

Primary Color (nav, buttons, headers)

Accent Color (highlights, badges)

Quick Themes

Sidebar Logo Style

Sidebar Brand Text

Short name shown under logo

Live Preview

Button

Badge

Sample text — link

👥 Users

🔌 Click any integration to expand and configure. Green = active, Grey = not configured.

📧

Email / SMTPSend quotes and notifications via email

Not Set ▼

Enabled

Quick Setup

SMTP Host

Port

Username

Password / App Password

From Address

💬

Telnyx SMSText customers — quotes, job schedules, status updates, surveys

Not Set ▼

Enabled

Get your API key at portal.telnyx.com → API Keys → Create Key. Then purchase a phone number under Numbers.

API Key (Bearer)

From Phone Number (E.164)

Test — Send to Phone

Message Templates — Variables: {name} {quote_number} {status} {date} {time} {address} {link}

📄 Quote Link

📦 Order Status Update

📅 Job Schedule

⭐ Post-Job Survey

📊

QuickBooksPush accepted quotes as Estimates to QuickBooks Online

Not Set ▼

Enabled

Client ID

Client Secret

🔗 Accepted quotes will be pushed to QuickBooks as Estimates automatically.

💳

Stripe PaymentsAccept deposit payments directly on proposals

Not Set ▼

Enabled

Stripe Secret Key

Publishable Key

Deposit %

💳 After signing, customers see a Pay Deposit button on their proposal page — they can pay the deposit instantly via credit card.

📞

3CX Phone SystemScreen pop on incoming calls — auto-shows customer, quotes & jobs

Not Set ▼

Enabled

📋 Your Webhook URL — copy this into 3CX

API Key (optional — locks webhook to 3CX)

3CX Server URL (your 3CX address)

3CX Setup Instructions

In 3CX Admin, go to Integrations → CRM
Select "Generic URL" or "HTTP Request" as the CRM type
Paste the webhook URL above into the Call Event URL field
Set trigger to Incoming Call (and optionally Answered, Ended)
Make sure 3CX sends: {callerid} {callername} {agent} {direction} {callid}
Save and test using the Simulate Call button above

💡 Example 3CX URL format:

Recent Calls

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🔗

Webhook / ZapierPOST quote data to a URL on status change — connect any CRM or automation

Not Set ▼

Webhook URL

📡 POSTs JSON payload whenever a quote status changes. Works with Zapier, Make, n8n, or any REST endpoint.

🪟 Product Catalog

📁 Jobs

⏱️ Log Time

Installer / Employee

Job

Date

Hours

Description / Notes

📋 Recent Entries