Status
✎
Draft — new lead, first quote. Review pricing, then send via email. Customer requested quick turnaround.
Options — Good / Better / Best
Customer hasn't reviewed
Good
Standard IGU
Clear/Clear dual pane, standard spacer. Meets code · basement window.
Standard
$1,140
one-time
$19/mo
60 mo · 0% APR
Better
Low-E IGU
Low-E coating reduces UV & heat transfer 40%. Lower energy bills long-term.
+$185 vs Good
$1,325
one-time
$22/mo
60 mo · 0% APR
Best
Low-E + Argon
Argon gas fill adds insulation & noise reduction. Best thermal performance.
+$340 vs Good
$1,480
one-time
$25/mo
60 mo · 0% APR
Line Items
Labor Subtotal$239.00
Materials Subtotal$430.00
Subtotal$1,075.00
Tax (6.0% materials)$25.80
F&E Surcharge$39.20
Total$1,140.00
Audit Trail
✎
Donna (CSR)Apr 25, 3:18 PM
Created draft from measure sheet · pulled standard IGU pricing from price book
📞
Donna (CSR)Apr 25, 11:45 AM Connected
Inbound call from Daniel — failed seal in basement window, wants quick turnaround. 6m 12s call.
🤖
Doc (AI)Apr 25, 11:50 AM AI
Auto-created lead profile from call transcript · matched address to property records