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Westmar · Overview
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.json
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Clients
.csv
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Jobs & Billing
.csv
Every job, amount, status & payment
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/
/
Value missed
€
0
/
Job
Client
Work
Total
Status
Date
Paid
Total Billed · incl. VAT
€
0
New Enquiry
New Enquiry
Who wrote in
Name
Company
— optional
Email
Phone
Country
Language
— how they wrote
English
Español
Deutsch
Français
What they want
The ask
Vessel
— make, model, year
LOA
— feet, if you know it
Estimate
— €, ex-VAT, what it would be worth
Came in
Source
—
Google Ads
Recommendation
Word of Mouth
Returning Client
Social Media
LinkedIn
Marina / Boatyard
Trade Show
Other
Enquiry ref
Notes
— the whole story: what they asked, what you quoted, what they said
Cancel
Save Enquiry
New Job
Add Job
Client
Name
Company
— optional
Email
Phone
Billing address & VAT
— only needed on a proforma or invoice
›
VAT / NIF
Country
Address
Address line 2
City
Postcode
Region
Job
Title
Vessel
— make, model, year, name
LOA
— feet · prices the per-foot services
Date
Status
Quoted
Pending
Invoiced
Part-paid
Paid
Lost
Language
— how this client is quoted and invoiced
English
Español
Deutsch
Français
Source
— where it came from
—
Google Ads
Recommendation
Word of Mouth
Returning Client
Social Media
LinkedIn
Marina / Boatyard
Trade Show
Other
What you are charging
— pick a service, set the quantity, change the price if you need to
Add a service
Payment
Of which cash
— the rest came by transfer
€
Paid on
— optional · defaults to the job date
More
›
References
Job ref
Proforma ref
Invoice ref
Deposit & balance
— when a job is billed in two parts
One payment
50 / 50
80 / 20
Custom
Deposit %
Deposit
€0
Received
Account…
Transfer
Cash
Balance
€0
Received
Account…
Transfer
Cash
Costs
— what you pay out for this job, ex-VAT
Add cost
Notes
Internal notes
Attachments
Up to 8 MB per file.
Generate
Proforma
Invoice
Cancel
Save Job
New fee
Add fee
Service
Service Name
Pricing
Basis
Per foot (LOA)
Per hour
Per day
Per unit (engine, km…)
Flat fee
Included — no charge
Surcharge (% of the quote)
POA — price on application
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
Cancel
Save Rate
Delete record?
This cannot be undone.
Cancel
Delete
← Back to job
Reset from job
Save
Save as PDF
