Phase 1 playable preview
Build the dock first. Review price with the client later.
This preview follows the current confirmed workflow. Pricing and product-cost data are intentionally mocked where the Pricing Bible/Cin7 foundation is still being finished. Nothing here syncs to Jobber or production systems.
Customer price stays hidden during configuration and first appears on Client Review. Final Internal Review is the detailed rep-only checkpoint.
Step 1 of 9
Choose the client and property
Search the existing Jobber client first. If there are multiple service properties, choose the correct one. You may skip this step and assign the client/property later before sync.
Preview client result
Existing Jobber client • 2 service properties
Preview only: this branch does not query or change live Jobber. Production will carry the existing Jobber client/property IDs through the quote.
Phase 1
Quote History
| Client | Property | Sales Rep | Status | Updated |
|---|
No saved quotes in this preview browser yet.