Core Framework Overview Platform • Private website hosted on my server • Secure login for you and any staff (if needed) • Admin dashboard with access to all quotes, orders, change orders, and invoices
Key Features 1. Form Creation Hub • Homepage offers options: • Create new: Quotation / Invoice / Change Order • View/Edit previous documents • Access templates (Bathroom, Kitchen, Cabinetry, General Renovation) 2. Template-Based Quoting System • Each template pre-populates categories and common services • Categories like: • Cabinetry → Vanity, Finishing (Laminate, Painted, etc.) • Plumbing → Sink Plumbing, Shower Plumbing • Tiling → Shower Tiling, Flooring Tiling • Demolition, Electrical, Painting, etc. • You select/deselect services based on scope • Each selected item pulls: • Description • Unit price • Quantity (editable) • Total cost 3. Dynamic Pricing & Customization • Editable pricing before finalizing • Add custom line items manually • Optional notes per item (e.g., “includes disposal of old vanity”) 4. Conversion Workflow • Quote → Order → Invoice • Each stage editable before locking • Change Orders can be created from existing quotes/orders 5. PDF Generation • Clean, professional layout • Includes: • Company branding • Client info • Itemized breakdown • Totals, taxes, payment terms • Option to email directly or download
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