Quote builder Internal

Scope and service quote

Internal tool for Captivate CSMs, Austin and Boerne. The output is plain ASCII text, ready to paste into D-Tools or QuickBooks. Do not send it directly to clients.

Client

Scope of work

Labor

Enter total crew hours (already multiplied across technicians). Two technicians are standard for TVs 55 inches or larger, wire runs, attic work, or any two-person task.

Parts

QtyBrandModelDescription
Use TBD for unknown brands or models. Do not enter prices; parts are priced in D-Tools or QuickBooks.

Site conditions

Checked items are added to the scope

Pricing

Quote

Ready to copy 
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Output is sanitized to plain ASCII: straight quotes, standard hyphens, no smart punctuation.