Creating Quotes and Projects

InterioApp uses a streamlined two-phase workflow:
 
Phase 1: QUOTE (Estimate/Proposal)

1. Navigate to Jobs → New Project
2. Select or create client
3. Add Treatments:
   • Select from treatment templates
   • Enter window measurements (width × drop)
   • Select Colour and Options
4. Review and send:
   • Preview professional PDF quote
   • Email directly to client
   • Track quote status

Visual Guide (or Movie):

Phase 2: CONVERT TO PROJECT

Once client approves:

• Change status to 'Approved'
• Enables production tracking
• Reserves inventory items
• Creates installation tasks
• Activates supplier ordering

Project Management:

• Track production status through stages
• Schedule installations
• Allocate materials from inventory
• Submit orders to suppliers (TWC, etc.)
• Generate work orders for workroom
• Mark complete and invoice