Menu
Home
Issue
New Quote
New quote
×
Enter a customer ID to start a new quote.
Customer ID
Find Customer
×
Name *
Postcode
(opt)
Address *
City
(opt)
Phone
(opt)
Contact first name
(opt)
Contact last name
(opt)
Contact email
(opt)
Logistics
Parts
Stock
Orders
Kits
Suppliers
Supplier Audits
TTT
Projects
Basecamp Projects
Project Activity
Sync Admin
Legacy Projects
Legacy Board
Sales
Customer List
Quote App
Quote List
Contacts
Emails - Enquiries
Action List
Leads
Service
Customer List
Quote List
Scheduled Quotes
Scheduled Tankers
Jobs List
Remedials List
Tanker List
Planning
Route Checker
FujiMAC warrantys
Comms
Emails - Enquiries
Emails - Excl Internal
Email Action Triage
Triage - Action Required
Triage - Safe/Unsafe
Emails - Accounts
Ringcentral
RingCentral Cross-check
Users
Engineers
TextMagic
Payments
AR - All
AR - Cust.
Invoice List
Worldpay
GoCardless
Cheques
Remittances
Emails - Accounts
Xero Bills
Unallocated Cash
Tools
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
Admin
Categories
Part Groups
Alton Road Users
Paragraphs
Templates
Template Groups
Quote Types
Quote Likelihood
Region
Plans
Job Priorities
Invoice Priorities
Admin Responder
Pages
Depots
Engineer Payroll
Holiday Year Start
Terms
Project Status
Supplier Types
Stops
Credit Terms
Onsite Job Exclusions
Report Emails
Upstream Email Policy
Sales-Calls
Workflows
Workflow Notifications
Business Truth
Business Wiki
Mailcow Attachment Repair
Triage - Safe/Unsafe
Exchange Spam Sync
All Staff Reconciliation
RingCentral
Email Triage Config
Action Rules
Action Workflows
Supplier Invoice Ingest
Supplier Invoice Audit
Supplier CH Monitor
Basecamp Projects
Internal Email Rules
Calls Rules
Sync
ISO
Non-Conformance Log
Customer Feedback
Management Reviews
Create Draft Quote
— Choose Quote Template —
Compliance check level A — x1 man x1 hour NO tanker jetter
Compliance check level B — One man x2 hours to include CCTV equipment NO tanker or jetter
Compliance check level C — Option for customer to use own desludge company
Compliance check level D — One man x2 hours with tanker, CCTV & Jetter
Compliance check level E — Two men with tanker, tank entry, CCTV tanker & jetter
Environment Agency permit application for discharge of treated effluent to ground.
Install Project Supervision — INTERNAL NOTES - MAKE SURE YOU AMEND HOURS TO SUIT CLIENT REQUIREMENTS
Percolation Test - to BS6927 design (foul waste)
STP Completion Project Quote — Check what's included and if anything (section 50 fees, tankering etc) is additional
STP Installation Project — Check with sales/on PipeDrive for any additional items agreed.
Supply only x1 CRXII-5 STP
Supported Install - Detailed Pack — Detailed support pack
Supported Install - Tendering Pack — Basic support pack
Area E - Central London - Supervised tanker & jetter x1 man x1 hour — Central London supervised tanker jetter
Areas A&B - Supervised tanker & jetter x1 man x1 hour — general - for sites out of areas A&B see other template
Areas C&D - Supervised tanker & jetter x1 man x1 hour — x1 man supervised tanker & jetter - add in additional time / gallonage where required
BA/BB SERVICE ENGINEER CHANGE
Callout to your off mains drainage system. — INTERNAL NOTE - MAKE SURE YOU CHOOSE THE CORRECT AREA AND NUMBER OF ENGINEERS
Commission Options — All three options to choose from
Desludge - Commercial - NEW ENQUIRY — INTERNAL NOTE - YOU WILL NEED TO CHOOSE THE CORRECT GALLONAGE
Desludge - Domestic - following service visit — INTERNAL NOTE - YOU WILL NEED TO CHOOSE THE CORRECT GALLONAGE
Desludge - Domestic - NEW ENQUIRY — INTERNAL NOTE - YOU WILL NEED TO CHOOSE THE CORRECT GALLONAGE
Desludge & Jetter - after service/callout — YOU WILL NEED TO CHOOSE CORRECT GALLONAGE AND JETTER TIME
Fibreglass repair - two men with tank entry — check the detail is specific to the site
Goldstar callout
Goldstar service to your off mains drainage system. — INTERNAL NOTE - MANUALLY INPUT PERIOD AND DATES AND COST
HASTOE - Standard service to your off mains drainage system. — HASTOE HOUSING - INC 6 MONTH SIM FEE
Marsh commission - per unit — Please ensure you add in any parts used if applicable and number of units (cost is per unit)
Passing visit to collect effluent sample
Replace orange control floats — Remedial work x1 man to replace control floats
Service - Standard Routine — enter correct contract price
Shipping
Standard service to your off mains drainage system. — INTERNAL NOTE - MAKE SURE YOU CHOOSE THE CORRECT AREA AND NUMBER OF ENGINEERS
Supervised tanker and jetter - PUMP STATION — Pump station supervised tanker/jetter, choose correct gallonage and time onsite, jetter etc.
Two man tank entry with tanker and jetter — Includes x2 men x1 hour onsite
Standard Install — Testing
FujiMAC air blowers — Listing of FujiMAC air blowers
test
Test - detailed nothing editable — optional notes go here
Test - Detailed, Item Price editable — Notes (optional)
Test - editable values and removable parts — Some test notes here
Test - no rollup, part qty editable — Notes go here second line of notes third line
Test - Roll up, add items — Notes for engineer for a day
Test - Roll up, nothing editable — Notes go here Testing two lines of notes
Wendy Andrews
Years
Gold Star Contract Renewal — Gold Star Contract Renewal Notes
Goldstar Visit Quote — Goldstar Visit Quote Notes
← Back to Quote List
Eyford Knoll Settlement - C/O Perdix Partnership (E1117)
Cotswold Business Village, Wychwood Ct, London Rd, Moreton-in-Marsh GL56 0JQ, UK
Site
No site selected
Jason Strong Builders - Harford Hill Barns (GL54 3AG) · #8896163
tania@perdixpartnership.co.uk
Tania Brown
ST CUSTOMER ID
9093009
Change customer
Standard paragraph
Commission visit - additional works — Site address - XXXXX…
michelle test — blah blah
Para — Test main
Remedials following service — Following on from ou…
Test Paragraph 2 — Main Description
Initial quote for installation of FujiClean to Watercourse — You have advised tha…
New standard paragraph — Some general nonsens…
Testing Paragraph — Main testing 17thNov
test — test
Testing Paragraph — Main testing 17thNov
New standard paragraph — Some general nonsens…
test — test
test — test
test — test
test — test
Test Paragraph 1 — Main Description
Test Paragraph 3 — Main 3
Create second rolled-up quote
Roll-up line description (20% tax)
Roll-up line description (0% tax)
Roll-up line description (5% tax)
Please enter at least one roll-up description.
Line Items
Search
Add Blank
Description
Ref
Qty
Unit £
Tax %
Line Total
Subtotal
£
0.00
Tax
£
0.00
Total
£
0.00
Email:
Save as Template
Create Quote
Save as Template
×
Template name
*
Notes (optional)
Group
Select group…
General
Installs
Service
Retail
Trade
Municipal
Testing
More Testing
WW - English Sites
WW - Welsh sites
Service Contracts
Service Contract Visits
Change customer
×
Search
Start typing to find a customer, then click to select.
Quick Add
×
Search
Create New
All categories
Assembly
Blowers
Consumables
Engineer Part
Parts
Pick List
Service
Tank
Testing 19th Jan
Tools
Trade_Retail General
Travel & Labour
All part groups
FujiMAC
Macipump 202 (1998 to 2002)
Macipump 302 spares (1996 to 2020)
491 ACE Screener spares bundle - 1995 onwards
591 ACE Screener spares - 2002 onwards
LS303 VR spares 1992-2001
Customised standard spares pack for Welsh Water
Welsh Water attendance and day rates
Callout Service
Install Pick List Pipework
Install Pick List Electrics
Install Pick List Consumables
Install Pick List Tanks
Install Pick List - Misc
Install Pick List Aggregates
Install Pick List Drainfield
Install Pick List Labour
Install Pick List Pump Station Parts
Install Pick List Plant Hire
Wendy
Mobile Klargester Spares
Mobile Aeration Units
Mobile Pump Station
Mobile Electrical
Mobile 1 1/4" Pipework and Fittings
Mobile 1 1/2" Pipework and Fittings
Mobile 2" Pipework and Fittings
Mobile 2 1/2"Pipework and Fittings
Mobile 3" Pipework and Fittings
Mobile Labour
Mobile Tanker and Jetter
Mobile Pipework Misc
Mobile BA/BB Bearing change
Clear
Name
*
Reference
Qty
Unit £
Tax %
Reset
Add to quote
×
Name *
Postcode
(opt)
Address *
City
(opt)
Phone
(opt)
Contact first name
(opt)
Contact last name
(opt)
Contact email
(opt)
Success!