Track is in and the app is set up with them.
FC
Finn Carter
Quoted$8,533.64
Paid$5,053.40
Balance$3,480.24
PaymentBalance due
Next step
Collect the remaining balance
Notes
What they told us
- Property
- Single-story home
- Areas
- Roofline lighting
- Light color
- Warm white
- Preferred contact
- Text
Activity
Invoice INV-1015 emailed to finn.carter@example.com · Brendan
Quote Q-1013 is now invoice INV-1015 · Brendan
Installation completed · Marco
Permanent roofline system · Sep 16
Job started · Marco
Kayla, Luis, Marco · visit 1
Installation date emailed to finn.carter@example.com for 2026-09-16 · Brendan
Installation scheduled for September 16, 2026 · Brendan
Payment receipt emailed to finn.carter@example.com · Brendan
$3,480.24 Zelle payment recorded on Q-1013 (deposit paid) · Brendan
3 payments · $5,053.40 collected
Notes
Track is in and the app is set up with them.
Files
No files yet. Add photos or documents with a note.
Messages
0 unreadNo messages yet. When Finn writes from a quote or invoice link, the conversation shows up here.
Activity
Invoice INV-1015 emailed to finn.carter@example.com · Brendan
Quote Q-1013 is now invoice INV-1015 · Brendan
Installation completed · Marco
Permanent roofline system · Sep 16
Job started · Marco
Kayla, Luis, Marco · visit 1
Installation date emailed to finn.carter@example.com for 2026-09-16 · Brendan
Installation scheduled for September 16, 2026 · Brendan
Payment receipt emailed to finn.carter@example.com · Brendan
$3,480.24 Zelle payment recorded on Q-1013 (deposit paid) · Brendan
Quote approval confirmation emailed to finn.carter@example.com · Brendan
Approval email to finn.carter@example.com is waiting for you to send it · Brendan
Approval notice emailed to you · Brendan
Quote Q-1013 approved by Finn Carter ($6,960.48) · Brendan
Quote Q-1013 opened by the customer · Brendan
Quote Q-1013 emailed to finn.carter@example.com · Brendan
Quote Q-1013 created · Brendan
Payment receipt emailed to finn.carter@example.com · Brendan
$786.58 Check payment recorded on INV-1012 (paid in full) · Brendan
Invoice INV-1012 emailed to finn.carter@example.com · Brendan
Quote Q-1012 is now invoice INV-1012 · Brendan
Installation completed · Marco
Roofline lighting · Dec 12
Job started · Marco
Kayla, Luis, Marco · visit 1
Installation date emailed to finn.carter@example.com for 2025-12-12 · Brendan
Installation scheduled for December 12, 2025 · Brendan
Payment receipt emailed to finn.carter@example.com · Brendan
$786.58 Check payment recorded on Q-1012 (deposit paid) · Brendan
Quote approval confirmation emailed to finn.carter@example.com · Brendan
Quote Q-1012 marked approved for Finn Carter ($1,573.16) · Brendan
Stage: Booked · Brendan
Quote Q-1012 opened by the customer · Brendan
Stage: Quoted · Brendan
Quote Q-1012 emailed to finn.carter@example.com · Brendan
Quote Q-1012 created · Brendan
Customer created · Brendan
Quote form
Delete this $3,480.24 payment?
INV-1015 goes back to a $6,960.48 balance. The activity log notes that it was removed.
INV-1015 goes back to a $6,960.48 balance. The activity log notes that it was removed.
Refund to the customer’s card or bank
Stripe sends it back; the payment stays with a refund line and the balance goes up.
Stripe sends it back; the payment stays with a refund line and the balance goes up.
Delete this $786.58 payment?
INV-1012 goes back to a $786.58 balance. The activity log notes that it was removed.
INV-1012 goes back to a $786.58 balance. The activity log notes that it was removed.
Refund to the customer’s card or bank
Stripe sends it back; the payment stays with a refund line and the balance goes up.
Stripe sends it back; the payment stays with a refund line and the balance goes up.
Delete this $786.58 payment?
INV-1012 goes back to a $786.58 balance. The activity log notes that it was removed.
INV-1012 goes back to a $786.58 balance. The activity log notes that it was removed.
Refund to the customer’s card or bank
Stripe sends it back; the payment stays with a refund line and the balance goes up.
Stripe sends it back; the payment stays with a refund line and the balance goes up.