New quote

Enter a customer ID to start a new quote.

Customer ID

Name *

Postcode (opt)

Address *

City (opt)

Phone (opt)

Contact first name (opt)

Contact last name (opt)

Contact email (opt)

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Levels EFACS Browser CAD Where Used EFACS Where Used EFACS Contracts Price List Gate Xero Reconcile Queue Xero Posted Bank Tx Xero Bills TrueLayer Barclays Feed Holiday Bookings View As CTA - 01: Template Sandbox CTA - 02: Reallocation to Customer CTA - 03: Prepayment to Invoice Report Templates Business Wiki Supplier Invoice Audit Supplier Invoice Ingest Supplier CH Monitor Env Auto Customer Emailer

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Customers

1

ST	Name	Address	Postcode	Email	Contact	Phone	Owner	Action
4855946	Shawner Limited	T/N Lebenese Village, 57 The Broadway, High Street, Chesham, HP5 1BX	HP5 1BX	—		—	—	Quote

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Bulk Create Report

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Name *

Postcode (opt)

Address *

City (opt)

Phone (opt)

Contact first name (opt)

Contact last name (opt)

Contact email (opt)

Adding site for customer: -

Site name *

Postcode (opt)

Address *

Address complement (opt)

Contact name (opt)

Contact email (opt)

Contact phone (opt)

Contact mobile (opt)

Bulk Create Schedule Quotes

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

Expected header example: CustomerID,SiteID

CSV file

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