Active work
Quotes
Draft, review, and retrieve project pricing.
| Quote | Customer / project | Vehicle | Readiness | Status | Total | Updated |
|---|
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
Checking JobberConfirming the account connection…
Jobber client and property
No Jobber client selected
Choose the exact client and property before creating the Jobber draft.
Quote reliability
System and pricing checks
Seen with this work in previous quotes
Scope and pricing
Materials and labor recalculate as you work.
| Scope item | Description | Qty | Materials | Hours | Rate | Total |
|---|
Completed-job evidence
Smart labor range
Open a quote to compare its scope with qualified completed jobs.
Comparable completed jobs
Range factors
This changes the working copy only. Save quote is still required, and Tom remains the final reviewer.
Protected audit trail
Quote revision history
Save the quote to begin version tracking.
1RevisionTracked working scope
2AcceptedApproved exact version
3InvoiceConfirmed Jobber handoff
Saved versions
0 revisionsNo tracked revisions yet.
Compare versions
Choose two versions to see exactly what changed.
Restore selected version
Record quote acceptance
Acceptance freezes the latest saved revision and creates its materials plan.
Progress to invoice
The accepted scope remains fixed. This records readiness for the existing Jobber workflow; it does not create or send an invoice automatically.
Accuracy feedback
Record the actual outcome
Complete this after the job so future quote comparisons can distinguish pricing variance from scope changes.
- Materials
- $0.00
- Labor
- $0.00
- Tax
- Admin / other
- Imported estimate range
- —
- Quote total
- $0.00
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.
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—
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.
Website intake
Website leads
Project requests and shop questions sent from newlifeconversions.com.
| Received | Customer | Request | Vehicle | Status | Contact |
|---|
No website leads yet
New project requests and product questions will appear here automatically.
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.
Measured performance
Accuracy and release gates
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.