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Your desk.
–Unread messages
–New leads
–Quotes awaiting decision
–Invoiced & unpaid
–Active projects
–Open quote value
–Collected this month
–Collected all time
Pipeline
website form submissions land hereQuotes
New quote
What they're paying forQtyPrice
Total $0.00
Projects
accepted quotes become projects — clients see status in their portalInvoices
New invoice
Line itemsQtyPrice
Subtotal$0.00
Discount−$0.00
Tax$0.00
Total due$0.00
Clients
Create a client account
You set the password and tell them what it is. No confirmation email, no signup step on their end.