Choose the quote type. Each type has its own internal service/device price list, while salesperson details and company branding remain shared.
Tap a photo box to use the camera or choose an existing image. Photos are compressed on the phone for reliable saving and proposal generation.
Pricing is automatic: enter the number of devices or treatment units, then select the service frequency. The app applies the configured device fee and service fee and calculates the monthly amount.
Tick the inclusions that apply, edit the wording, or add another inclusion.
Each generated PDF is recorded locally and, when cloud storage is connected, backed up centrally with the proposal version and total.
Create the user in Supabase Authentication first. Their profile will appear here. Admins can edit credentials and assign Admin, Manager or Salesperson access.
The selected salesperson’s name, title, email and mobile appear on every proposal as the customer’s approval contact.
The business name, address and website remain fixed. The phone number and email in the footer automatically come from the salesperson selected on each quote.
Each quote type has a separate internal price list. Add, duplicate, edit or delete services directly here. All prices are exclusive of GST. Setup is charged once; Service is charged per visit unless the frequency is One-off.
