Admin

Your client database, quotes and signed records.

Passphrase

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New client

Import a quotation

Paste a quote or choose a file, then Populate. JSON imports instantly. A PDF, Word file, image or pasted text is read by Claude and turned into a quote for you.

Choose file

Business name

Link code (auto from name)

Prepared for (shown on cover)

Attention (person's name)

Reference (auto)

Date

Valid until

Quotation title

Services (one-off)

Add a service price to see totals.

Deposit to begin (blank = 50%)

Care plan (recurring, optional)

Include a care plan

Care plan heading

Description

Bullets (one per line)

Monthly amount

Annual amount (optional)

Highlight this price

Terms

Accept note

Tax note

What is included (one line per paragraph)

Ownership

Client