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Ocean Plumbing (Quotes (Status (Pending, In Progress, Completed, Approval…
Ocean Plumbing
Quotes
Customer
labour hourly rate
Measurements
Inventory
Approval process
Status
Pending
In Progress
Completed
Approval required
Total cost
Convert to invoice
Send to customer
Status
Sent
Paid
send to xero
CRM
Leads
Contact status
Notes
NPS
Previous Score
Current Score
Calculations
Passive (Score 7-8)
Promoters (Score 9-10)
Detractors (Score 0-6)
NPS Triggers
invoiced paid
Job Completed
Customer Fields
Name
Address
Contact number
email address
Notes
Vertical
Opporunities
Won
Lost
Job Management
Team Location Tracker
Route Management
Status
Pending
In Progress
Completed
Inventory
Create PO
Send to Tradelink
Price list upload
Reports
Quotes/Opportunities
Total $ Won Value (time frame)
Total # won (Timeframe)
Total # In progress
Total # Lost (Timeframe)
Total # Pending
Jobs
Acutal vs Quoted costs and margins
Number of jobs done and invoiced
Value of Jobs done and invoiced