đŸ’ŧSales & Jobs

From enquiry to certified in one flow

Quote → approve → job → calibrate → certify → invoice. Every step connected, every document traceable.

The complete job lifecycle

01

Customer enquiry

Receive RFQ or direct enquiry

02

Generate quote

Line items from service catalog

03

Customer approval

One-click accept or negotiate

04

Job created

Auto-populated from quote

05

Calibrate & certify

ISO 17025 PDF certificate

06

Invoice issued

Thai RD-compliant, VAT + WHT

Everything in the sales pipeline

Quotation & approval

Generate line-item quotes with service catalog pricing. Track approval status per customer and auto-convert approved quotes into calibration jobs — no re-entry.

Visual Kanban pipeline

Each job moves through a Kanban board from sample receipt to certificate issue. Gap-free sequential job numbers, TAT tracking per stage, and deadline alerts keep nothing falling through.

ISO 17025 certificates

Issue PDF certificates directly from the job board. GUM uncertainty budgets, traceability chain, e-signature with intent capture, and snapshot lineage for 21 CFR Part 11.

Customer portal

Customers track their job status, download certificates and invoices, see their equipment calibration fleet, and raise support tickets — all at their own portal URL.

Live board

Real-time job visibility

Every team member sees the same board. Drag a card to advance the job stage. TAT timers start automatically. Customers see their status update in the portal instantly.

  • Gap-free sequential job numbers
  • Per-stage TAT tracking
  • Email + in-app deadline alerts
  • Customer-visible status updates
  • Full per-job audit trail
Jobs Board8 active
Received
JOB-0061
Thermocouple
JOB-0062
Flowmeter
Testing
JOB-0059
Pressure gauge
JOB-0060
Thermometer
Review
JOB-0057
Load cell
Issued
JOB-0055
✓ Cert ready
JOB-0056
✓ Cert ready

Ready to streamline your sales pipeline?

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Sales & Quoting Features — LabSync Calibration LIMS