Marcus Webb

templatesquotation

lifecycle

  1. drafteddraftedBeing built — add dates and gear, then send the quote.How you get here: Where a reservation begins (early inquiries are leads, not reservations).Next: Send the quote (email / WhatsApp / SMS) to move it to quoted.
  2. quotedquotedThe quote has been sent to the client.How you get here: Reached when staff send the quote from a drafted reservation.Next: Waits for the client to accept in the portal.
  3. acceptedacceptedThe client accepted the quote.How you get here: The client clicked Accept in the portal (sends a calendar invite).Next: Confirms automatically once the deposit clears.
  4. confirmedconfirmedDates locked, deposit met. Gear going out and coming back is tracked by scans, not extra stages.How you get here: Automatic once the deposit threshold is reached.Next: Returns once all gear is scanned in (or damaged/lost) and the return inspection is signed.
  5. returnedreturnedAll gear is accounted for and the return inspection is signed.How you get here: Automatic when the last unit is scanned in (or marked damaged/lost) and the signed return inspection lands.Next: Settles once the balance is paid and the deposit is returned.
  6. settledsettledBalance paid and the remaining deposit returned.How you get here: Automatic once charges and the deposit refund net out.Next: Closes once any open claims are resolved.
  7. closedclosedComplete and archived.How you get here: Automatic once settled with no open claims.Next: —

Terminal state — no further transitions.

items

itemqtyday rateline totalassigned
Sony FX61$250$750—
Sony α7 V1$80$240—

payments

received / required$3,200 / $330
  • deposit_releasewompi$12,000
  • balance_chargewompi$3,200
  • deposit_holdwompi$12,000

claims

No claims.

financials

deposit
$12,000
$ 48.780.000
subtotal net
$3,200
$ 13.008.000
IVA (19%)
$608
$ 2.471.520
total incl. IVA
$3,808
$ 15.479.520

client

Marcus Webb

marcus.webb@example.com

+1 (917) 555-0117

neutralenglish

window

pickup
2026-05-04
2026-05-04 04:00
return
2026-05-08
2026-05-08 13:00

contract

No executed contract on file.

The signed PDF, up to 10 MB.

inspections

  • pickuprequired before scan-outnot started
  • returnrequired before settlingnot started

comments (0)

No comments yet.

activity

  • status_changed2026-05-15 04:00
  • status_changed2026-05-08 14:30
  • status_changed2026-05-08 13:30
  • status_changed2026-04-29 09:00
  • status_changed2026-04-28 07:30
  • status_changed2026-04-27 06:45
  • created2026-04-26 06:00