Quote Recall
Search by quote number to re-download or modify a previous quote
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Quote Builder
Fill out all sections then generate the customer quote and commission sheet
Sales agent info
Sticky — survives reset
These fields are saved locally and won't clear when you reset customer data.
Customer info
Required
Mailing address
Install address
Metal building details
Required
Line items
Building preview image
Upload a screenshot of the building
Choose fileJPG or PNG — renders in the quote PDF
Concrete details
Toggle off to remove from PDF
Payment 1 — Deposit to Tidewater Steel
Payment 2 — Upfront to Concrete Contractor
Payment 3 — Upon Completion to Contractor
Plans / permit
$480 total — $80 to Tidewater / $400 to vendor within 3 days
Tidewater revenue
$80.00
Pass-through to vendor (due within 3 days)
$400.00
Misc charges
Optional
Line items
Notes & special instructions
Optional
Follow-Up Messages
180-day Facebook Marketplace lead conversion sequence — copy any message directly into GHL
Post-Quote Sequence
Follow-up messages after a quote has been sent — built for silent/ghosting leads