Quote, CRM and Payment Workflow

Quote, CRM and Payment Workflow

Quote, CRM Payment Management Workflow

Creation Date: Oct 27, 2025
Created By: Aidan Quin
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1. Click on the vehicle

Click on the vehicle

2. Click on Print Actions

Click on Print Actions

3. Print Actions

You can print your Quote ,Job card, check-in sheet, terms and conditions, and other workshop documents from here — as well as create or view quotes.

Print Actions

4. Click on Print PDF

You can customize your PDF here with various options, such as showing VAT per line and including credit notes.

Click on Print PDF

5. Digital Actions

Whatsapp your customer - You can WhatsApp your customer the quote or invoice — this links to your WhatsApp app. Make sure you have WhatsApp installed or use WhatsApp Web (the app is recommended).

Email Customer - You can also email the customer directly from here using your default mail app, such as Outlook. If it opens the wrong mailbox, update your mailto settings.


Open- to view your digital quote link.

Digital Actions

6. Other actions

  • Edit Quote lets you make changes to the quote.

  • Void will cancel the quote.

  • Copy Quote creates a duplicate.

  • Once invoiced, you can also create a Credit Note.

Other actions

7. Convert To

Convert To allows you to change the quote status — you can convert it to a Booking (future job), In Progress, or a Draft Invoice.

Convert To
ℹ️ Customer Relationship Management (CRM)

8. Click on Customer Relationship Management (CRM)

Click on Customer Relationship Management (CRM)

9. Customer Relationship Management (CRM)

  • In the Customer Messages field, you can save messages and forward them to the customer via WhatsApp. Any replies from the digital invoice will appear here.

  • Internal Notes let you record notes visible only to staff.

  • Internal Reminders allow you to set personal reminders for specific tasks.

Customer Relationship Management (CRM)

10. Click on Customer Journey

Click on Customer Journey

11. View the Customer Journey

You can view timestamps showing when the job moved through each stage. Hover over the user icon to see which user performed the action.

View the Customer Journey
ℹ️ Adding Payments

12. Customer Payments

Customer Payments

13. Click on Add Payment

Click on Add Payment

14. Select a Payment type and amount

You can add a partial payment as a deposit on the form.

Select a Payment type and amount

15. Click on Submit Payment

Click on Submit Payment

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