Win the work.Keep the momentum.
Move every quote from the first call to a decision. When the customer says yes, start the job with their details already in place.
Move every quote from the first call to a decision.
See every quote in motion.
A drag-and-drop board gives each opportunity a place. Start with Lead, In Progress, Won, and Lost, then rename the stages to the words you actually use.
Keep the customer close.
Connect a deal to its company and contacts. The quote sits beside the history that tells you what to do next.
Make the handoff a beginning.
Moving a deal to Won offers a pre-filled project. Choose to create it, check the details, and carry the customer and deal links into the work.
Deal to project
A repaint quote becomes a job.
Illustrative workflow: a homeowner approves the exterior repaint.
Track the repaint while the scope and the price take shape.
Move the deal to Won when the homeowner gives the go-ahead.
Create the linked project, then split the job into prep, paint, and walkthrough.