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Quotes, Contracts and Payments
The quote request arrives in the Hub, the approved quote becomes a contract and the contract sets the instalments to track. Nothing is copied by hand from one document to another.
Manager and clientWho uses it
Part of works management in the Hub. The Hub does not process client payments: the manager records whether each instalment was received.How it is paid
What it includes
1Requests receivedClient quote requests in one place, with an email notification.
2QuotesQuotes built from the company price list and sent to the client.
3Price listPrices for labour, materials and services saved and reused.
4ContractsWork contracts and recurring contracts, which the client can read in the portal.
5Payment scheduleInstalments per quote, with confirmation of each receipt.
Other areas of the Hub
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