Every live pound in the business on one screen, from a quote you have not sent to money in the bank, with anything that has stalled flagged for you.
This is the board. Every live pound in the business, left to right, from a quote you have not sent to money in the bank.
Draft quotes. These are the ones you started and never finished. Every one is a job you might already have won.
Sent quotes are out with the customer, waiting on a yes.
Accepted quotes are won work that has not been turned into a job yet.
Then jobs in progress, then invoiced, then paid.
Anything that has sat too long gets a stuck badge. That is the whole point of the screen. It shows you the thing you have forgotten.
Click straight through to whatever is blocking, deal with it, and it moves along a lane.
Underneath, anything dispatched but not signed for. Unsigned delivery notes are the most common reason an invoice gets argued about.
Look at this screen once, first thing, and work right to left. Chase the money nearest the bank before you chase the money furthest away.
An item has sat in the same lane longer than it should. It is the screen's whole purpose, showing you the thing you have forgotten rather than the thing you are already working on.
Money nearest the bank is the cheapest to collect. An invoice that is three days from being paid needs less effort than a quote you have not written yet.
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