Total Companies
0
0 active
Pipeline
Income
Recent Companies
Recent Meetings
🔔
Follow-ups Due
Active Orders & Contracts
Companies
| Company ↑ | Status | Actions |
|---|
Contacts
Hierarchy
Orders & Contracts
Outlook Export Helper
Pictures use OCR/QR; Outlook works from exported CSV or vCard files.
Contacts
| Name ↑ | Company | Actions |
|---|
Orders & Contracts
| Order # | Company | Status | Actions |
|---|
Meetings
Action Items
Opportunities
Expense Reports
📷 Add Receipt
📷 Add Receipt 2
Expense Reports
| Employee | Date | Vendor | Total | Actions |
|---|
Employee Hours
Hours Calendar
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Time Entries
| Employee | Date | Hours | Actions |
|---|
Inventory
| Photo | Name / SKU | Supplier | Category | Qty | Reorder At | Unit Cost | Location | Condition | Actions |
|---|
Add Inventory Item
Click or drag a photo of the nameplate / equipment
Boreal Quotes
| Quote # | Client | Status | Supplier PDF | Actions |
|---|
Supplier Quotes
| Quote # | Supplier | Status | Actions |
|---|
Purchase Orders
| PO # | Supplier | Status | Actions |
|---|
New Purchase Order
Line Items
| # | Description | Unit | Qty | Unit Price | Total |
|---|
Subtotal$0.00
Tax
Total$0.00
Boreal Team
Names, emails and positions used across meetings, quotes and hours
Invoices
| Invoice # | Client / Supplier | P.O. # | Status | Actions |
|---|
How would you like to create this quote?
New Boreal Quote
Start blank. Fill in items and prices manually.
Convert Supplier Quote
Upload a supplier PDF → load their prices as your cost → apply your margin → generate a Boreal quote.
Log Received Quote
Record a supplier quote in the CRM without sending it out.
Quote Details
Upload a screenshot or photo of the client To block.
Your Company DetailsPrinted on the quote
Project DetailsOptional — printed on quote
Line Items
| # | Description | Unit | Qty | Cost (CAD internal) | Margin % | Unit Price | Total |
|---|
Taxes
| Tax Name | Rate % | Tax Amount |
|---|
Terms & Conditions
Printed on quote - changes with EN/FR toggle