Quote & Invoice Builder

Enter your 4-digit code

▾Build a Door Package

▾Margin — Materials Markup

Raises every material price (doors, glass, openers, hardware) on this document by this percent — services, discounts, and prices you type by hand are never touched. Internal only: the customer never sees this number, just the final prices. Changing it reprices the current document instantly. Sticks on this device until you change it.
For jobs where the install/profit money is built into the prices instead of its own line. Adds $0.00 to the customer's document — only the profit dashboard sees it. Shows as an amber internal row you can edit or delete.

▾Add From Price List

▾Quick Services

▾Add Manually

Tip: enter a negative price to add a discount line.

▾Email signature & extras

Added to the bottom of every email the app sends. Owner only — managers can send, but cannot change what goes out under your name.

▾GoHighLevel Connection

In GoHighLevel: Automation → Workflows → Create Workflow, add the Inbound Webhook trigger, copy the URL it gives you and paste it here.
Three things fire into it: job completed (good for a review request), plan lube due and plan renewal due. The address is stored on the server, never in this page.

▾Admin — Users & Codes

Add a person or turn a code on/off right here — changes save to the cloud database and apply on the next login. The Google Sheet is for prices only (PriceList, DoorMatrix, StopMatrix).
QUOTE
VALID FOR 7 DAYS
Billed To
Details
Invoice #
Invoice date
QtyCodeDescriptionPriceAmount
No items yet — build a door package or add items on the left.
⚠️ This document has no service charges (install, removal, lube). Add them with the Quick Services buttons.
Notes
Subtotal$0.00
Service & Handling (%)$0.00
Total (USD)$0.00

💰 Profit — admin only, never printed or shared

▾Jobs

▾History

▾Revenue & Business Insights