TM

TailorMade Quote

Find client
Lead status key
🚨 Reply waiting — lead messaged you
📞 Follow up — your turn to reach out
🥶 Gone stale — call or disqualify
🤖 GHL — automation running
🔜 On track — recently contacted

New customer

Creates the client and their first vehicle, then takes you straight into the quote.

Lead

Opened via direct link — review before continuing.

A few details are missing

Ask the client for these before continuing — needed to send over the quote.

Select the vehicle

Select services

Review & submit

Double-check everything before creating the job.