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MUMFORD HOME IMPROVEMENTS

CRM

All-in-one business management platform that unifies the entire customer lifecycle—from initial lead capture to project delivery and final payment—within a single system.

Quote to Invoice Workflow

Move a saved quote through sending, approval, invoicing, issue, and reconciliation.

Current Step

Step 1 · Draft Quote

Save a quote to begin the workflow, then move it through sending, acceptance, invoicing, and payment.

Quote Status: —
Workflow Invoice: —
Invoice Status: —
1
Draft Quote
Create the initial quote with scope, pricing, products or services, and validity period.
2
Send & Negotiate
Send the quote to the client and use revisions to capture any negotiated amendments.
3
Client Approval
Capture formal client acceptance so the quote becomes ready for invoicing.
4
Convert to Invoice
Convert the approved quote into an invoice while preserving line items, values, and project details.
5
Issue Invoice
Issue the invoice with due date, payment terms, and payment instructions.
6
Reconciliation
Record the payment and mark the invoice as paid or reconciled in the system.

CRM Records

Review the latest customer, project, quote, invoice, and audit records. Use Edit on quotes to load them back into the form.

Support

Help Guide

What This System Does

Use this CRM to manage customers, projects, quotes, quote revisions, invoices, payment status, and audit history from one screen. The CRM Records panel is where you find and edit records. The Workflow panel is where you move a selected quote from draft through to paid.

Screen Layout

  • CRM Records: the main working area for Customers, Projects, Quotes, Invoices, and Audit.
  • Workflow: shows the current selected quote, invoice number, invoice status, and the next action available.
  • Help Guide: opens this guide. Close it to return to the CRM.

Creating A Quote

  1. Open the Quotes tab.
  2. Click New Quote. The quote form opens inside the quotes list.
  3. Enter the customer name, address, project title, and quote details. The date and reference are filled automatically, but can be edited.
  4. Add one or more quote detail lines. Each line can include description, labour or duration, nett amount, VAT setting, and exclusions or notes.
  5. Leave VAT off for non-VAT lines. Turn it on only where VAT should be added.
  6. Click Preview Quote to check the customer-facing quote.
  7. Click Save Quote to create the customer, project, quote, revision, line items, payment stages, and audit entry.

Quote Detail Lines And VAT

Quote detail lines are the pricing rows that appear on the quote and carry through to the invoice. Use Add Detail to create a line, Edit to change one, and Delete to remove one. If VAT is off for every line, VAT fields are hidden from quote and invoice previews, print views, and downloads.

Working With Existing Quotes

  • Select: ticks a quote for workflow use without opening the form or preview.
  • Preview: opens the quote for viewing, printing, or PDF download.
  • Edit: opens the quote form underneath that quote row. The button changes to Close while open.
  • Lost / Re-open: marks an unapproved quote as lost, or re-opens a lost quote back to draft.
  • Delete: removes the quote bundle where deletion is allowed.

Using The Workflow

  1. Select a quote using the checkbox in the Quotes list, or load a quote using Edit.
  2. Mark Sent: moves a draft quote to sent.
  3. Approve: records client approval and moves the quote to accepted.
  4. Convert: creates a full invoice from the approved quote, including the quote line items and VAT settings.
  5. Issue Invoice: marks the invoice as issued.
  6. Mark Paid: records payment, marks the invoice paid, and completes reconciliation.

Only the next valid workflow action is enabled. If a button is greyed out, select or load the correct quote first, or complete the previous step.

Customers And Projects

The Customers and Projects tabs show the latest CRM records. Use Edit to update names, contact details, project titles, addresses, descriptions, or statuses. Use Delete only when the record and its linked items should be removed.

Invoices

  • Preview: opens the invoice with print and download options.
  • Edit: opens an inline invoice editor underneath the invoice row.
  • Invoice line items can be edited, deleted, or added before saving.
  • Invoice totals are recalculated from the line items.
  • Invoices converted from quotes keep the original quote line descriptions, pricing, and VAT settings.

Printing, PDF And Email

Use Preview on a quote or invoice before printing or downloading. Quote previews include Print, PDF download, and email options where available. Invoice previews include print and download options. Always preview before sending to a customer.

Audit Tab

The Audit tab records important quote workflow changes such as creation, revisions, sent, approved, invoiced, issued, and paid. This helps you see what happened and when.

Common Problems

  • Required fields missing: complete the fields named in the error message, usually client name or address.
  • Workflow button disabled: select a quote and complete the previous workflow step first.
  • No VAT showing: VAT is hidden when all quote or invoice lines have VAT turned off.
  • Lists look out of date: click Refresh Lists.
  • Database action fails: check the internet connection and that the NoCodeBackend token asset is uploaded on Lindo.
  • Delete All Records: use the red button only when you want to permanently empty the CRM database. You must type delete exactly before it runs.

Recommended Daily Flow

  1. Create or update the customer quote.
  2. Preview the quote and send it to the customer.
  3. Select the quote in the Quotes list and use the workflow buttons as the job progresses.
  4. Convert the accepted quote to an invoice.
  5. Preview, issue, and download or print the invoice.
  6. Mark the invoice paid once payment is received.