Dashboard
Recent Activity
The latest actions across the system.
Loading…
Jobs
Jobs map
Inbox
Accounts
New Quote
No customer selectedQuoting for a job. Not for a Job
Account
Lines
Qty, Disc % and Margin % are editable per line. Margin is internal only and never shown to the customer.
| Code | Product | List | Qty | Disc % | Margin % | Net Unit | Net Total | Sell Unit | Sell Total | |
|---|---|---|---|---|---|---|---|---|---|---|
| No lines yet. | ||||||||||
Summary
Net goods (no margin)£0.00
Small order charge£0.00
VAT£0.00
Total£0.00
Add a line to price the quote.
Quote Preview
Live preview, updates as you build. Save the quote to generate the branded PDF for the merchant and customer copies.
Products
Pipeline
Loading…
Recycle Bin
Archived records are kept here and can be restored. Nothing is permanently removed.
Loading…
Users
Pipeline
Settings
Company details
Quote defaults
The name shown as who prepared the quote. Update it here if your name changes.
Quote settings
On your quotes
These details appear on your branded quote PDF and the live preview, the head office block at the foot and the name of whoever prepared the quote.
Pipeline statuses
The statuses used across quotes and the pipeline. Rename, recolour, add or remove them.
Approvals
Job approvals
When someone on your team marks an opportunity as won, it waits here for your sign-off before the job is recorded as won.
Follow ups
Reports
Loading…
Roles & permissions
Controls what each role can see and doLoading…
Integrations
Phase twoConnect Turtle to the systems you already use so information flows automatically, with no rekeying. These connections are part of the phase two rollout after launch.
Activity
Live feedLoading…