Forward quote requests to quotes@haltfire.co.nz, then press Run Now. For each new request it creates the Fergus job, a OneDrive job folder, and a quote register entry.
Quote Logging
Quotes you send from Fergus are detected and logged to the register automatically every 2 hours — status moves to Quoted, then Won / Lost on Fergus's decision, and the quote value is recorded. No action needed.
Automatic
Folder Transfer on Won
When a quote is accepted in Fergus, the job's folder is moved automatically from 1. Leads & Quoting to 2. Active Jobs, and the Folder link in the register updates to the new location.
