3New leads this week
<1 minEvery lead answered automatically
2Walkthroughs on the calendar
$38.4kQuotes waiting on a yes
Lead inbox
Website · calls · texts · email, one listW
Grace Covenant ChurchPastor D. Whitfield · (336) 555-0164
Full building Wi‑Fi + streaming drop · sanctuary and office wing · website form, 9:41 pm
Auto-reply sent
W
Guilford Christian SchoolFacilities · (336) 555-0121
Camera network backbone · 2 buildings · walkthrough booked Thu 9a
Visit booked
C
(336) 555-0187Missed call · yesterday 5:02 pm
Auto-text sent with project form · replied: “office buildout, 20 drops”
Awaiting callback
E
Northern Baptist / Harvest Academymodular classrooms phase
Modular classrooms phase · prior install June 2026, sized for this expansion
Warm · prior customer
Customer
Matched to QuickBooks customerLine items
Prices from QuickBooks · 14 min agoItemUnitQtyTotal
The plain-English scope
What the committee reads firstQuote 260041
DraftMaterials$0.00
Labor$0.00
NC sales tax$0.00
Customer total$0
Deposit at signing (60%)$0.00
ON ACCEPTANCE: estimate + deposit invoice created in QuickBooks. ACH payment recorded when it clears.
Preview customer view ▸
Sent by text + email with a private link.
Expires automatically in 21 days.
$38.4kOut for signature
71%Win rate, last 90 days
Same dayDeposit to parts order, via ACH
0Quotes sent at stale prices
Sent quotes
Tracked, nudged, and synced to QuickBooksTriad Office PartnersNo. 260038 · 20 drops + switch
$6,940
Opened twice, viewed 5 minutes
Friendly nudge goes out Thursday if quiet
Westside ChapelNo. 260036 · fiber + Wi‑Fi
$18,220
Signed · 60% deposit paid by ACH, $10,932
Estimate + deposit invoice in QuickBooks automatically
Summit Realty officeNo. 260029 · cabling cleanup
$4,180
Expired at 21 days, prices had moved
One click re-issued it at current QuickBooks prices
Price book
SYNCED FROM QUICKBOOKS ITEMS · READ ONLY
Fiber
12 strand armored single mode fiber, per ft$3.42 /ft▲ +4.2% this monthQB item ✓
LC single mode FASTConnect connector$21.50 eano changeQB item ✓
Network hardware
UniFi U7 Long Range access point$189.00 ea▼ −3.1% this monthQB item ✓
UniFi 24 port managed PoE+ switch$549.00 eano changeQB item ✓
CyberPower rack mount UPS$214.00 ea▲ +1.8% this monthQB item ✓
Cabling
Cat6 riser cable, per ft$0.62 /ft▲ +6.0% this monthQB item ✓
Keystone jack, patch panel, surface mount set$310.00 setno changeQB item ✓
Labor
Installation labor, 3 person crew$210.00 /hrmanualQB item ✓
Connection
ConnectedCO.Josey’s Communications LLC
QuickBooks Online · company 9341 8827 45
QuickBooks Online · company 9341 8827 45
SYNCItems & prices refresh every hour, and any time a quote is opened for editing. Last sync 14 min ago.
PAYDeposits collected by ACH bank transfer through QuickBooks Payments, recorded against the matching invoice.
EXPQuotes expire 21 days after sending. Expired quotes re-issue at current item prices with one click.
What syncs
Both directions, automatic→ INFrom QuickBooks: items & current prices, customer list, payment status.
← OUTTo QuickBooks: estimates on send, deposit invoices on acceptance, ACH payments on clearance.
Sync activity
9:41aItems sync · 2 price changes: 12 strand fiber +4.2%, U7 access point −3.1% · 1 open draft updated
8:00aItems sync · no changes
Yest.Estimate 260038 created · Triad Office Partners · $6,940
Yest.ACH payment $10,932.00 recorded · invoice 260036‑D · Westside Chapel
Aug 22Quote 260029 expired at 21 days · re-issued at current prices · Summit Realty
Aug 21Customer Grace Covenant Church matched to QuickBooks customer list