Paperwork and filing Entry 67 Office
Build the purchasing list straight from the quote
In Office from the day you connect your tools. In Superintelligence too.
The text you'd send
“Turn the Oak St quote into a purchasing list in the job folder.”
- You text“Turn the Oak St quote into a purchasing list in the job folder.”
- It readsYour job board, Google Drive, Google Sheets.
- What stays yoursQuantities and suppliers. What actually gets ordered.
- You getA list to walk into the supply house with, made before you've left the driveway.
- What it does
- It reads every line off the quote and rebuilds it as a purchasing list in the job's folder, nothing dropped, grouped the way you order: by supplier, by trip. When the quote changes, the list changes with it and it tells you what moved.
- What stays yours
- Quantities and suppliers. What actually gets ordered.
- What it connects to
- Your job board, Google Drive, Google Sheets.
- What you get
- A list to walk into the supply house with, made before you've left the driveway.