Quotes.
Under Quotes you make an offer. While it is a draft you can change everything and it has no number. Click Send and it gets a quote number and the amounts are fixed: from then on it is an offer you can be held to.
Terms
Fill in the Terms box. Quotes are settled on it: "price based on loading within two hours, waiting rate after that" is the difference between a profitable trip and an argument afterwards.
Won, lost, and why
If the customer says no, the app asks for a reason. It feels like extra work on the first quote and pays off by the twentieth: if "too expensive" appears eighteen times, that is a pricing decision, not bad luck.
Under Reports, Management you see the result: won, lost, still open and the hit rate, with the reasons below. An accepted quote becomes a trip with one button.
From quote to trip without retyping.
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