Quotes and Invoices

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