Quotes & Leads on Mobile

Both modules live under Menu, and both feed the order pipeline.

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Quotes

Each quote card shows its number, the customer, the date, the total, and where it stands — from Draft and Sent through Accepted, Declined, Changes Requested, or Converted. Tap New Quote to build one: pick the customer, add services, and the total assembles as you go. When the customer says yes, convert the quote into an order — the services, pricing, and customer carry across, so nothing is retyped.

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Manage the Quote Portal

If your plan includes Quote Portal, open a quote and choose its portal action. The native app opens a dedicated Quote Portal screen where you can:

• Publish the first customer link or refresh the portal document after an edit
• Copy the link or send it by text or email
• See views, sends, PDF downloads, and the current customer response
• Expand Portal activity when you need the complete history
• Revoke a link that should no longer open

The link stays the same when you publish a replacement revision. If you change customer-visible scope or pricing after approval, the earlier approval remains in history, but the working quote returns to Draft until the new version is reviewed.

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Leads

Leads are inbound enquiries — from your booking page, your website form, or entered by hand. Each shows the contact details, the requested service, when it arrived, and its source when one exists. A lead entered manually stays unattributed unless you choose a source. Status chips tell you what has happened to a lead: whether it came in Online, and whether it has been Converted into a customer and an order. Tap New lead to record one you took over the phone. Convert a lead when the job is confirmed, and the customer record is created from the lead’s details while its original attribution is preserved.

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