Bill To
Document type:
Proposal
→
Invoice
→
Receipt
Customer & Proposal Who's this proposal for?
Kitchen Build Enter measurements — totals calculate automatically
| Item | Measurement | Rate | Total | |
|---|---|---|---|---|
|
NG
LP
Kitchen Build subtotal
$0.00
|
||||
Appliances & Line Items Tap a tile to add — tap again to bump quantity
Fuel Type:
N/A
Natural Gas
Liquid Propane
| Model # | Item / Description | Serial # | Qty | Unit Price | Tax | Line Total | ||
|---|---|---|---|---|---|---|---|---|
| No items yet — add some above. | ||||||||
Subtotal
$0.00
Tax rate (%)
Tax
$0.00
Discount
$
%
Total
$0.00
Deposit Due
LET'S GET THIS PARTY STARTED
$
$0.00
Change Order Notes
Private Notes Internal only — never printed or sent to the customer
Saved Invoices Click any row to open and edit
Saved Proposals Click any row to open, edit, or convert to an invoice
Saved Receipts Click any row to open, update payments, or send
Green = new order · Orange = appliances changed after ordering
Stock Levels
Catalog One master list — items tagged to categories
Every item lives once in the master list below. Use the colored category chips on each item to control where it shows up in proposals & invoices. Add items using the category cards below.
Kitchen Stats From invoices only
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Business Information Shows on every printed invoice
Defaults
Invoice number auto-increments each time you start a new invoice.
Kitchen Build Items Edit, reorder, add, or remove the rows shown on every new invoice
| Name | Unit | Rate |
|---|
Team Members Names available to assign in work orders
Checklists Printed on the back of every work order
Granite Options Populates the dropdowns on GRAN line items
Data
Export gives you a printable PDF of your full catalog (categories, subcategories, items, prices) — useful for sharing or printing a reference. The CSV export downloads all your proposals and invoices as a spreadsheet. All catalog and invoice data lives in the cloud and is shared with your team automatically.