Inbox

The shared Outlook mailbox. Each email is filed by itself against the job, quote or customer it is about — on the job number, the quote number, their PO, or who sent it — and lands on that record's email history. Anything it cannot place waits here in Unfiled. Simulated in the demo; in production this is your Microsoft 365 mailbox.

All · 0 Unfiled · 0

Received	From	Subject	Filed to
Nothing unfiled — every email has found its place.

Quick job

An existing customer rings up and needs fence out. Pick them, say where and how much, and it goes straight onto the schedule — no quote.

Customer Who rang Their phone Site address Product Metres Install date Truck Hire Their PO or reference Access notes for the crew

Booked straight in. The install goes on the run sheet with the gear already listed, the contact gets a booking confirmation on the job's thread, and the invoice is raised off the crew's docket on what actually goes in.