FieldFollow / Demo deskInteractive prototype · sample data only

Know which estimate needs a nudge next.

A simple view of open quotes and their next-touch dates, with a follow-up note you can review and send yourself.

For the shop floorKeep the next step beside the quote—not buried in a text thread.
Demo mode. The names, jobs, and prices below are fictional. Changes stay in this tab’s memory and clear when you reload. No account, server, quote upload, or email sending.

Estimate board

Open quotes
—
Waiting on a customer decision
Next touches due
—
Today or earlier
Notes prepared
0
Review before sending
Open estimatesSample board
Customer / jobQuoteStatusNext touch
Follow-up slipNever sent automatically
Pick a quote to start

Choose “Prepare note” beside any sample estimate. You’ll see a short message here to review.

Sample only · refresh to clear all editsNo customer data, account, backend, or outbound email

Add a sample estimate

Use fictional values only. This prototype keeps changes in memory on this page and does not save or send them.