Step 1 Β· Customer & Region
Address
Job Site Address
Tax rate and Term 18 governing law are driven by the job-site province below β not the customer's billing address.
Quote Region: Nova Scotia (14%) β mirrors customer billing address
Both prints on the contract under the deposit/balance lines. Required before generating a contract.
Step 1 Β· Project Defaults REQUIRED
Set your project defaults first. Line items unlock after you confirm.
Window / Combo Cell Accessories
Glass
Packages
Color (auto-synced from Ext/Int)
Project Extras
Cut-outs, bay/bow build, capping, blinds/shutters re-install + custom items. Added to gross before discount.
Step 3 Β· Discounts
Step 4 Β· Balance
- Lines subtotal
- $0.00
- Gross subtotal
- $0.00
- Cascading discount (0.0%)
- β $0.00
- Net subtotal
- $0.00
- Tax (14%)
- $0.00
- TOTAL
- $0.00
- Balance on install
- $0.00
Complete required customer fields before generating the contract. Missing: customer name, customer address, email or phone, balance payment method, deposit payment method, at least one line item.
Contract = one-page HTR supply & install contract. Quote = full quote w/ line specs. Report = detailed breakdown w/ math.