1. Drop a Quote PDF
Next Number
Used as both Invoice # (Xero) and Order # (cover sheet). Increments after each saved job.
Account Code, Tax Type and other defaults are on the Settings tab.
Saved Jobs
Claude API Key
Stored locally in this browser only. Get a key from
console.anthropic.com.Cloud Sync
When on, jobs live in your Supabase “jobs” table so multiple office staff can see and work on the same list. When off, jobs are stored only in this browser.
Not signed in
Set by sign-in. Tags every job you create. Sign out using the button in the header.
Defaults
Series Code Mapping
Each series number maps to a category. The AI reads the specific style from each quote title.
Series #
Category
Possible styles (comma-separated)