0%
Ventas Totales
$0.00
Datos reales
Workflow Engine
FLOW
Sales & Invoice Workflow
100%
FLOW STATUS
0 / 9
Steps Completed
QUICK SUMMARY
FLOW PROGRESS
0%
01
Document setup
Create Document
Choose the document type to start or continue the active workflow.
02
Client details
Client Information
Complete the Bill To customer information for this document.
DB
Customer database
Customers
Search customers by name or phone and load them into the active document.
Customers
0
With phone
0
Document type for this customer
Add customer
03
Product database
Products
Search saved products, confirm the price and add them to the active document.
Document products
0
$0.00
DB
Product database
Inventory
Manage the complete product database for this company.
Products
0
Total stock
0
Inventory value
$0.00
Add product
DB
Estimate database
Saved Estimates
Review estimates for every customer and reopen them when it is time to close the sale.
Estimates
0
Estimated total
$0.00
Pipeline
$0.00
Average
$0.00
DB
Sales database
Invoices & Sales Receipts
Review invoices and sales receipts for every customer in one place.
Documents
0
Invoices
0
Sales receipts
0
Pending balance
$0.00
06
Cost control
Fixed expenses
Monthly operating costs that the company must cover before profit begins.
Total fixed expenses
$0.00
0 items
Monthly work base
160 h
Default calculation guide
Fixed expense lines
Add every monthly cost the company must cover.
Monthly hours
160 h
Weekly cost
$0.00
Daily cost
$0.00
Hourly cost
$0.00
07
Job cost control
Variable expenses
Costs that change by project, order, season or production volume.
Total variable expenses
$0.00
0 items
Monthly work base
160 h
Default calculation guide
Variable expense lines
Add costs that move by job, order, delivery or season.
Monthly hours
160 h
Weekly cost
$0.00
Daily cost
$0.00
Hourly cost
$0.00
08
Business intelligence
Smart Business Health Engine
A 0-100 operating health indicator based on cash flow, collections, profit, expenses, deposits and customer credits.
0
/100
Business health score
No data yet
The score will grow as documents, payments and expenses are connected.
Collected sales
$0.00
Income base
Total expenses
$0.00
Cost pressure
Pending balance
$0.00
Collection risk
Deposits held
$0.00
Commitment signal
Customer credits
$0.00
Money owed back
Cash flow0%
Debt load0%
Payment reliability0%
Profitability0%
Client consistency0%
Expense stability0%
Collection speed0%
FX
Visual customization
Personalization
Adjust the Flow workspace background without changing ticket colors, logos or brand settings.
Flow background
Custom color
SET
Workspace settings
Settings
Manage personalization, account details and access options from one place.
04
Document notes
Notes
Add customer-facing notes, terms or special instructions for this document.These notes will appear in the generated ticket.
05
Delivery calculation
Delivery
Set the delivery destination, miles, base fee, rate per mile and loading or unloading fee.
Delivery total
$0.00
0 - 0 min
06
Ticket generator
Generate Ticket
Generate the customer ticket in Spanish or English and confirm the active company logo and details before sending.
Company
SmartQuote Pro
Document number
SQP-0001
Ticket language
Spanish
Ticket design
Classic
Ticket design
Choose the ticket layout.
Ticket color
Choose the brand color for the full ticket.
Custom color
Ticket preview
Ready
Generate the ticket to preview it here.
07
Customer approval
Approval
Confirm that the customer approved the document before moving into billing.
Customer
Customer
Document
SQP-0001
Document total
$0.00
Ticket
Not generated
08
Payment control
Billing
Apply paid, pending, deposit, credit or refund information to the active document.
Sale total
$0.00
Collected
$0.00
Collect now
$0.00
Pending balance
$0.00
Deposit
$0.00
Payment received
$0.00
Credit
$0.00
Refund
$0.00