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Westmar Surveys · CRM

CRM

Overview

Dashboard

Records

Clients

Finance

Jobs & Billing

Fees

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v2.3.0

Westmar · Overview Dashboard

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Client	Country	Contact	Client Ref	Created	Notes

/

Job Ref	Proforma Ref	Client	Service / Title	Amount	Status	Quoted	Paid	Invoice Ref

Total Billed · incl. VAT €0

New Record Add Client

Client

First Name

Last Name

Company

Country

VAT / NIF (or EU VAT no.)

Address

Street / Address Line 1

Address Line 2

City

Postcode / ZIP

State / Region

Contact

Phone

+44▾

Preferred Contact

Representative (person or company acting on the client's behalf)

Name

Role

Company

VAT / NIF (or EU VAT no.)

Phone

+44▾

Source

How did they find us?

Client Reference

Client Ref (auto-assigned)

Record

Created

Notes

Internal Notes

Documents

No documents attached yet.

Attach signed agreements, ID copies, scope-of-work PDFs, or any photos. Up to 8 MB per file.

New Job Add Job

Job

Client — type a name or ref

Client name — auto-filled

Service — from your fees

Job title

Vessel — make, model, year, name

LOA — feet · prices per-foot lines

Date — quoted

Status

Money — the two numbers you know; the total is worked out

Revolut Pro — invoiced, ex-VAT €

+ VAT at %

Cash — the kitty · no VAT, not taxable €

Details

Place — marina, port, yard

Source — where this job came from

Job ref — editable

Date paid — optional · defaults to the job date

Proforma ref

Invoice ref

Payment plan — deposit and balance, each with its own account

Deposit %

Deposit

€0

Received

Balance

€0

Received

Dates here are optional — leave one blank and it counts on the job date.

Quote builder — priced from your fees; fills the invoiced amount

No priced lines yet.

Quote total ex-VAT €0

Costs — what you pay out for this job, ex-VAT (subcontractors, travel, lab fees…)

No costs added yet.

Notes

Internal notes

Attachments

No documents attached yet.

Attach the invoice, proforma, signed quote, receipts, or any photos. Up to 8 MB per file.

Generate

New fee Add fee

Service

Service Name

Pricing

Basis

Fee (€) per foot

Unit name — e.g. engine, km

Minimum charge (€) — optional

Notes

Internal Notes

Description on documents — as it prints on a proforma or invoice · {rate} inserts the fee · one line per line

Delete record?

This cannot be undone.