MASTER ADMIN ACCESS
Quotes and Repairs
Prepare customer and repair quotes from a request or typed items.
CUSTOMER SALES
Quotes and Repairs
Prepare product and repair quotes. Once the customer accepts a quote, upload the accepted document in Orders & Dispatch to begin fulfilment.
Checking connections…
OFFICE CRM → MASTER CRM
Customer quote requests
Review the customer's details, requirements, products and documents, then prepare the QuickBooks quotation draft.
START HERE · REPAIR QUOTATIONS
1 · Office CRM repair intake
Receive and inspect the equipment in Office CRM, attach photos and select Submit for Quote. The repair reference and evidence must be saved before the quotation is prepared here.
Open Office CRM Repairs · Review repair records in Master CRM
In Master CRM Repairs, open a saved repair and select Prepare QuickBooks quotation. The saved customer, part codes and quantities are matched to QuickBooks master prices before a CRM draft is prepared.
QUICKBOOKS QUOTATION JOURNEY
Outstanding quotations
Shared with Office CRM. Follow-up review after 10 working days (weekends excluded; public holidays not yet excluded). Acceptance and decline stop follow-up eligibility.
Register a QuickBooks quotation for testing or manual tracking
Use the actual QuickBooks Q-number. This saves a CRM tracking record only; it does not create or alter a QuickBooks quotation or send WhatsApp messages.
| Company | QuickBooks quote | Customer | Amount | Working days | Status | Action |
|---|
Accepted, declined and converted
| Quotation | Customer | Status | Order / invoice |
|---|
Prepare quotation from repair
Use the saved repair customer, selected parts and quantities. Prices come from QuickBooks. Review the resulting CRM draft before creating its QuickBooks quotation.
Your drafts
New quote
Choose QuickBooks record
4 · Review in QuickBooks
Create an unsent quotation in QuickBooks, then review it there. The original QuickBooks PDF and its link are emailed to sales@ifeederglobal.com for review. You send the quotation to the client from QuickBooks.
Save and check the draft, then create the QuickBooks quotation for your review. Customer sending is managed in QuickBooks.
5 · QuickBooks invoice → Orders & Dispatch
After customer acceptance, open the quotation in QuickBooks and create its invoice there. This keeps QuickBooks numbering, prices and accounting records together. Then enter that invoice number below to transfer its PDF and customer details to Orders & Dispatch. The existing internal WhatsApp alert directs Office staff to upload packing, serial-number, waybill and delivery details.