Menu
Home
Issue
New Quote
New quote
×
Enter a customer ID to start a new quote.
Customer ID
Find Customer
×
Name *
Postcode
(opt)
Address *
City
(opt)
Phone
(opt)
Contact first name
(opt)
Contact last name
(opt)
Contact email
(opt)
Logistics
Parts
Stock
Orders
Kits
Suppliers
Supplier Audits
TTT
Projects
Basecamp Projects
Project Activity
Sync Admin
Legacy Projects
Legacy Board
Sales
Customer List
Quote App
Quote List
Contacts
Emails - Enquiries
Action List
Leads
Service
Customer List
Quote List
Scheduled Quotes
Scheduled Tankers
Jobs List
Remedials List
Tanker List
Planning
Route Checker
FujiMAC warrantys
Comms
Emails - Enquiries
Emails Excl Internal
Triage - Action Required
Triage - Safe/Unsafe
Emails - Accounts
Ringcentral
RingCentral Cross-check
Users
Engineers
TextMagic
Payments
AR - All
AR - Cust.
Invoice List
Worldpay
GoCardless
Cheques
Remittances
Emails - Accounts
Unallocated Cash
Tools
Levels
Price List Gate
Xero Reconcile Queue
Xero Posted Bank Tx
TrueLayer Barclays Feed
Holiday Bookings
View As
CTA - 01: Template Sandbox
CTA - 02: Reallocation to Customer
CTA - 03: Prepayment to Invoice
Report Templates
Business Wiki
Supplier Invoice Audit
Supplier Invoice Ingest
Supplier CH Monitor
Env Auto Customer Emailer
Admin
Categories
Part Groups
Alton Road Users
Paragraphs
Templates
Template Groups
Quote Types
Quote Likelihood
Region
Plans
Job Priorities
Invoice Priorities
Admin Responder
Pages
Depots
Engineer Payroll
Holiday Year Start
Terms
Project Status
Supplier Types
Stops
Credit Terms
Onsite Job Exclusions
Report Emails
Upstream Email Policy
Sales-Calls
Workflows
Workflow Notifications
Business Truth
Business Wiki
Mailcow Attachment Repair
Triage - Safe/Unsafe
Exchange Spam Sync
All Staff Reconciliation
RingCentral
Email Triage Config
Action Rules
Action Workflows
Supplier Invoice Ingest
Supplier Invoice Audit
Supplier CH Monitor
Basecamp Projects
Internal Email Rules
Calls Rules
Sync
ISO
Non-Conformance Log
Customer Feedback
Management Reviews
Jobs
List
Calendar
Bulk Edit
Refresh
Priorities
Regions
New Lead
Export to Excel
Refresh results
Search
Show Map
Status
Created
Completed
Scheduled
Synchronized
Started
Paused
Validated
All
2-Person
Status mismatch only
Technician
Austin Boam
Charles Waltho
Charlie Fenton
Installs Surveyor
Mark Marriott
Nimesh Patel
Ollie Harris
Rob Preston
Sam Finlaw
Shaun Byard
All
Type
Call-out
Commission
Goldstar Service
Install Site Survey
Meeting another engineer
Passing visit
Remedial
Second Person
Service
Service and remedials
Site survey
All
Region
(Blank)
Cornwall
Midlands
North
Scotland
South East
South West
All
Priority
(Blank)
Low
Needs Booking In
Needs Invoice
Needs removing
Needs report sending - already paid
Normal
Passing
Scheduled
Story
Urgent
Waiting for parts
Waiting for payment
Follow Up
May Quotes
June Quotes
July Quotes
2nd Job needs Validating
All
Owner
(Blank)
Accounts
Adela
Callum Sharp
Carly Krupiak
Codex Automation
Elliot Volpe
Esther Sisson
Gary Starman
Helen Davies
Jason Powell
Kiri Beard
Kirsty Mosley
Lee James
Luke Shepherd
Michael Johnstone
Michelle Marriott
Mike Greenman
Rob Preston
Ruby Birks
Shaun Byard
Sophie McNaughton
All
Amount
Any
Both
No amount
Quote
Invoice
Scheduled dates
Clear Dates
Ystrdy
Today
Tomo
Lst wk
Ths wk
Nxt wk
Lst mo
Ths mo
Nxt mo
Blank
By Technician
By Status
By Type
Type
MyID
Job
Customer
Scheduled
Contact
Phone
Postcode
Amount
Other Amt
Region
Priority
Owner
Service
—
72645
—
—
—
Crea
United Utilities
—
Victoria Shuttleworth
—
CA10 1TL
Edit
Save
Feedback
Quote
Full Address:
Milburn, Penrith CA10 1TL, UK
Site:
Milburn
Description:
Weekly checks - Rob to attend every Tuesday for 4 weeks and take another engineer for training.
Scheduled:
—
Contact:
Victoria Shuttleworth
—
Commercial:
—
Send Feedback Request
Email address
This will send the customer feedback email and log the request.
Bulk Edit
Fields to apply (leave blank to skip)
Region
— No change —
(Blank)
Cornwall
Midlands
North
Scotland
South East
South West
Priority
— No change —
(Blank)
Low
Needs Booking In
Needs Invoice
Needs removing
Needs report sending - already paid
Normal
Passing
Scheduled
Story
Urgent
Waiting for parts
Waiting for payment
Follow Up
May Quotes
June Quotes
July Quotes
2nd Job needs Validating
Owner
— No change —
(Blank)
Accounts
Adela
Callum Sharp
Carly Krupiak
Codex Automation
Elliot Volpe
Esther Sisson
Gary Starman
Helen Davies
Jason Powell
Kiri Beard
Kirsty Mosley
Lee James
Luke Shepherd
Michael Johnstone
Michelle Marriott
Mike Greenman
Rob Preston
Ruby Birks
Shaun Byard
Sophie McNaughton
Status (Synchroteam + DB)
— No change —
Created
Completed
Scheduled
Synchronized
Started
Paused
Validated