KaiQuote

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New brief

Two dropdowns plus the value. The form adjusts to your choices. Customer not in the list? Create it inline at the bottom.

1. Who and what
2. Customer

Customers filtered to those matching your "who" choice above. Not seeing yours? Create one below.

3. Commercial

Auto-filled from your "who + what" choice.

4. The brief

Or create a new customer

Junior preparers and contractors land their creates as pending_review. Senior preparers and Director auto-commit. Customer becomes selectable above after creation.

New customer

Uppercase letters. Forms the CUST segment of the ref number.