One approved quote, followed from customer acceptance to a drafted deposit invoice, job folder, CRM update, and scheduled reminders — inside the books where it happens. Watch it play, or step through at your own pace — everything below uses sample data.
STEP 1 OF 6: Quote approved
Saltmarsh BooksInvoice INV-2192Waiting for an approved quote
Saltmarsh Kayak Co.
14 Dock Street · Charleston, SC · hello@saltmarshkayak.example
INVOICE
INV-2192 · Issued today · 9:16 AM
The invoice drafts itself here once the quote is approved and the job folder exists.
Workflow — what happens around the invoice
Approved quote received
Quote Q-1048 · Harper family marsh tour · accepted 9:14 AM
“Looks great — please book the private kayak tour for July 18. We approve the quote and can pay the deposit today.”