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Customers - View Customer Details: Sales

The SALES tab functions as the financial planning and quoting center for a customer’s account. It allows users to review customer-specific pricing agreements, track quotes, and manage the full lifecycle of estimates from creation through approval.

VCD4

SALES Tab Overview

The SALES tab is divided into two main columns:

  • Sales Info 

  • Quotes 

Together, these sections provide visibility into negotiated pricing, internal sales context, and all proposals created for the customer.

Sales Info

This section displays pricing configurations and internal sales notes specific to the customer.

Sales Notes

  • Displayed in a highlighted yellow box for visibility.

  • Used for internal sales-related comments and context.

  • Examples include shorthand notes, special agreements, or customer-specific considerations.

  • These notes are visible to internal staff only and help maintain sales continuity.

Saved Prices

This area lists predefined pricing values assigned to the customer. These prices override default system pricing when applicable.

Displayed pricing items may include:

  • Hourly Labor

    • Shows the negotiated hourly rate for labor.

    • Example: $100 per hour.

  • Service Call

    • Displays the flat fee charged for site visits.

    • Example: $65.

  • Admin – End of Day Checklist

    • Tracks recurring administrative or service-related charges.

    • Example: $12.

These saved prices ensure consistent billing and quoting for the customer.

Quotes 

The Quotes section tracks all estimates and proposals generated for the customer, providing a clear audit trail from creation to approval.

Quotes Table Details

Each quote entry includes the following information:

  • Created

    • Displays the exact date and time when the quote was initially drafted.

    • Example: Tue 12/23/2025 12:41 PM.

  • Sent

    • Indicates when the quote was officially sent to the customer.

    • Example: Tue 12/23/2025 12:44 PM.

  • Signed

    • Shows whether the customer has accepted the quote.

    • This field remains blank until the customer provides a signature.

  • View Icon

    • A blue eye icon allows quick preview of the quote’s details and layout.

    • Clicking the icon opens the quote for review without editing.

Administrative Tracking & Sorting

  • The Created column includes a sorting arrow.

  • Clicking the arrow allows quotes to be sorted chronologically.

  • This ensures the most recent quotes are always easy to locate.

Operational Value

The SALES tab enables teams to:

  • Maintain customer-specific pricing accuracy

  • Track the status of all quotes

  • Provide historical context for billing and project work

  • Ensure smooth handoff between sales, operations, and billing teams