Active work
Quotes
Draft, review, and retrieve project pricing.
| Quote | Customer / project | Vehicle | Readiness | Status | Total | Updated | Actions |
|---|
No quotes yet
Create the first quote to begin building Tom’s reusable pricing history.
Jobber source of truth
Clients
Find every Jobber client and property before starting or linking a quote.
Live Jobber directory
Quote Desk reads client records when you search. It does not copy the full directory into Supabase or change Jobber records.
| Client | Contact | Properties | Quote activity | Use in quote |
|---|
No matching Jobber clients
Try another name, email, phone number, or address.
New Life Conversions
21620 N 26th Ave, Unit 150 · Phoenix, AZ 85027
480-841-7337 · info@newlifeconversions.com · newlifeconversions.com
Prepared for
—
Vehicle
—
Customer & vehicle
New quote
Add the customer and vehicle details.
Pricing controls
Tax
Deposit
Discount
Admin / Other
Scope and pricing
Materials are unit cost × quantity plus markup. Everything recalculates as you work.
Rates: $90.00/h labor · 20% shop markup
| Scope item | Description | Qty | Materialsunit cost + markup | Laborhours @ rate | Total | Opt. |
|---|
Quote reliability
System and pricing checks
Seen with this work in previous quotes
Checks run automatically after the quote is saved.
Checking JobberConfirming the account connection…
Jobber client and property
No Jobber client selected
Choose the exact client and property before creating the Jobber draft.
Record quote acceptanceFreezes the latest saved revision and creates its materials plan.
Progress to invoiceRecords readiness for the existing Jobber workflow. Nothing is created or sent.
Record the actual outcomeComplete this after the job so future comparisons can separate pricing variance from scope change.
Payment terms
—
—
Customer signature
Printed name
Date
Approved components
Product catalog
Reusable specifications and current supplier options.
| Product | Manufacturer / model | Category | Cost evidence | Current baseline | Supplier options | Action |
|---|
No products yet
Approved products will become reusable building blocks for future quotes.
Cost, list, markup, customer price, and what we actually paid
Catalog and inventory
Not loaded
Sourcing reference
Suppliers
Known places to research parts, materials, and specialist components.
Products and purchasing evidence
Supplier products now retain each dated price observation and its source. Only reviewed purchase or price evidence can become a quotation baseline; public listings and workbook references remain research-only.
Supplier products—
Direct source links—
Price observations—
Verified purchases—
| Supplier | Categories | Tracked products | Price evidence | Status | Website |
|---|
No matching suppliers
Try another category or search term. Supplier leads appear after historical source data is refreshed.
Accepted quote handoff
Procurement
Bill of materials, approved pricing evidence, lead times and ordering records.
No automatic purchasing
Approvals and ordering statuses record Tom’s decisions only. Quote Desk never submits a supplier order, charges a card or changes Jobber automatically.
| Quote / customer | Accepted revision | Materials | Coverage | Status | Updated |
|---|
No procurement plans yet
Accept a tracked quote revision to generate its bill of materials.
Selected accepted revision
Bill of materials
| Material | Supplier | Qty | Approved unit price | Lead time | Status | External order ref. | Save |
|---|
Approve the materials list
Every research item must have a reviewed supplier and current price first. Approval still does not place orders.
0 open opportunities
Lead pipeline
Every website request from first contact through quote and outcome.
Detailed records
All lead records
| Received | Customer | Request | Vehicle | Stage | Contact |
|---|
AI lead intake
Lead agent
Answer client questions, capture project details, and sync identified callers into the lead pipeline.
OpenAI connected
Answers use NLC business context
Lead pipeline connected
Client experience
NLC virtual assistant
Text ready
Recognized caller with an active project
Agent opens with
555 simulation only. No real number is stored and no phone provider is connected.
Common enquiry
Hey, it’s Eve, the New Life Conversions agent. How can I help?
0 won jobs
Workshop
Move every approved job from deposit through build, pickup, and follow-up.
Next action per job
Job pipeline
Phone requests awaiting staff
Change requests
Two-way synchronization
Jobber inbound and outbound
Checking Jobber
Confirming the live New Life account connection and permissions…
Review outbound payload previewSimulation — no Jobber write
Correctable, with provenance
Knowledge base
The quoting rules, dependency questions, and coded constants the system reasons with — every one of them showing where it came from and who approved it.
Relationship map
Knowledge graph
Focus on one system to see the concepts, rules, and evidence directly connected to it.
Search and filter
Rules
Versioned and organization scoped
Quote policy
Lead agent configuration
Lead prompt
Guide how the agent responds and what it asks when a client mentions something specific.
Loading guidance rules…
Select a rule
Choose a rule on the left or add one to control a specific part of the conversation.
Connected website
Website content
Published pages, marketing content, and shared business settings delivered from Supabase.
Supabase is the content source of truth
Public visitors only receive published records. The existing page copy remains in the site as a safe fallback if the database is temporarily unavailable.
Routes
Website pages
| Page | Path | Navigation | Published | Search engines | Updated |
|---|
No website pages
Apply the website content migration to provision the published site records.
Content library
Published sections
| Content | Page / section | Type | Status | Updated |
|---|
No website content
Current HTML will continue to serve until Supabase content is provisioned.
Historical evidence
Quote intelligence
Completed jobs, past quotes, costbooks, and monthly supplier-price review.
Read-only learning, human-approved pricing
The assistant can learn from Jobber history without changing it. Monthly checks create a review item; Tom’s baseline only changes after an administrator approves it.
Read-only ingestion
Source data freshness
| Source | Access | Freshness | Last successful sync | Snapshots | Pending | Latest run |
|---|
Ingestion is not reporting yet
Apply the ingestion migration and run a refresh to see Drive and Jobber source state here.
Measured on historical back-test
Back-test accuracy and release gates
Measured on real outcomes
Product price and labor accuracy
Human approval gate
Baseline changes awaiting approval
Not loaded
| Scope | Measure | Current | Candidate | Evidence | Status | Decision |
|---|
No baseline changes waiting
A pricing or labor baseline changes only after enough completed-job evidence or an explicit approval recorded here.
Drive ingestion
Source-file processing
| Source | Supplier | Type | Status | Processing note | Open |
|---|
No source files waiting
All known Drive sources have been classified or extracted.
Human approval gate
Purchase evidence queue
Not loaded
| Product | Supplier / source | Purchased | Qty | Unit cost | Match | Decision |
|---|
No purchase lines waiting
Imported prices only become quote evidence after an administrator approves them here.
Needs a decision
Price review queue
| Product | Supplier | Prior / history | Checked | Match | Status | Decision |
|---|
No price decisions waiting
Changed, uncertain, or failed supplier checks will appear here.
Monthly audit trail
Recent checks
| Month | Status | Checked | Changed | Manual | Failed |
|---|
No checks yet
Run the first supplier-price review when the historical data is loaded.