The engine room of Blaq where all the sales work occurs. Here you create opportunities and quotes for clients and convert them to jobs. Once completed, jobs are converted to invoices. These can be partially or fully reversed when necessary with adjustment notes.
OpportunitiesOpportunities can be used for a potential job, where little details are yet known about it. They are a way of keeping track of possible future work. A quote can be created from an opportunity.
TemplatesThe Templates section allows you create a transaction which can be used for future jobs or quotes.
QuotesThe sales process usually begins with an opportunity or a quote. Here you can provide your customer with a quotation of costs for them to decide upon before potentially proceeding with a job.
ScheduleA schedule of the current jobs in Blaq moving through the departments of your branches.
DeliveriesDelivery notes can be created from scratch or from existing jobs.
Last modified: 7/12/2009