Monthly Quotes Schedule

Export CSV

Refresh results

Bulk create results

Saved

Per page

	Synchro		Customer	Site	Postcode	Email	Mobile Phone	Subtotal	Tax	Total	Owner

Quote Details

Email:

Phone:

Contact:

Internal notes

Site:

| | |

Job:

Technician:

Quote #:
Date:
Valid until:

Subtotal: £
Tax: £
Total: £

Line items

Template

Description	Ref	Qty	Unit £	Tax %	Line £	Actions
Total				£

Management

Owner

Pipeline stage

Likelihood

Quote type

Next action note

Next action date

Quote valid until

Description

Email:

Copy Quote

Email Quote

EmailThe quote will be sent using the normal quote email flow.

Text

Send a quick SMS update for this quote. Keep it short and include any action the customer needs to take.

Customer: —

Contact: —

Available contact numbers

Phone

Message

↑/↓ to move, Enter to add, Esc to close.

Bulk edit selected quotes

Applying to 0 quotes.

Owner

Pipeline stage

Likelihood

Quote type

Bulk Create Schedule Quotes

Upload a CSV with CustomerID and optional SiteID and Internal Notes. Each valid row creates a blank draft quote and tags it locally as Schedule.

Expected header example: CustomerID,SiteID,Internal Notes

CSV file

The upload validates customer/site links first, then creates quotes one-by-one with rate limiting.

Bulk Accept Scheduled Quotes

This will process all matching quotes on the monthly schedule screen, create jobs where needed, and apply the selected priority and owner to the resulting jobs.

Priority

Owner

Create Job

Job type