SAFEWOODDESIGNSApps
SOW builder
Varde wingmen working for SafeWood, in a private, secure AWS account Pine Hill runs only for SafeWood, in the United States. Sign in to see today's work.
Switch off what you do not need. Only you see this. Your choices are kept.
Built just now from Quote Check and Customers, inside SafeWood's own AWS account. Mail, calendar and QuickBooks join as each one connects.
Interested in one? Click and Bjornar will scope it with you. Every Varde reads only SafeWood's own files and systems, inside SafeWood's AWS account.
Tiny makes sure a quote is right before it goes out. Coin takes it from there: who you quoted, what is still open, and who to call this week.
Open the full CRM (demo) ↗Contacts and job details come only from the files SafeWood shared with Pine Hill. Stages are never guessed: a quote shows Quoted until someone at SafeWood moves it. Changes are saved for everyone at SafeWood, with who and when.
Move Varde™ employees onto your crew or back below the line, pick the connections you want, and see the list price next to your price. When it looks right, it becomes Addendum 1 to SOW No. 1 and is signed the same way.
Drag a Varde across the line, or use its button.
Vault reads SafeWood's QuickBooks Online to keep estimates and invoices moving. It never posts payments, never touches bank or payroll, and writes nothing without a person's OK.
The customer said yes. Vault puts the quote in QuickBooks exactly as your Excel sheet has it, then stamps the sheet with the estimate number and locks it, so what is in QuickBooks is what the customer accepted.
Reading your sheet...
Cross-T reads the Outlook threads that wait on you, checks them against your quotes, files and books, and leaves a reply in your own Drafts folder. You read it, change it and send it from Outlook.
Checking the connection...
Does your IT admin need to approve Varde first?
Microsoft asks an admin to approve Varde once for your company. Type your admin's work email. Pine Hill support emails them the approval link with you in copy, and you hear from us when it is done.
Cross-T reads two folders in your Microsoft 365: Varde Company, shared by everyone at SafeWood, and Varde Personal, yours alone. It files what comes in by mail, spots duplicates and answers questions with the file it found the answer in.
Cross-T keeps a Varde list in your Microsoft To Do: replies waiting, quotes to revise, estimates and invoices to chase. Tick one off here or on your phone and it is done in both places.
Bid sheet, Salesforce quote and the customer's request, side by side. Anything that doesn't line up gets flagged before the quote goes out. Flags are for a person to look at, dollars are the amounts involved.
| Job | Customer | Quote | Quote total | Flags i | Dollars |
|---|---|---|---|---|---|
| Loading... | |||||
A question, an idea, something you would like Cross-T to do, or a problem. It goes straight to the Pine Hill help desk and a person answers. Please leave out customer or personal details.
How you like things done. Each Varde you are named on reads these before it answers you. Only you can see them; the owner can reset them but not read them. A rule can change tone, format, order and what to include; it cannot switch off approvals, flags or security. In Quote Check chat you can also type rule: ...