Start in Quote Builder. Use Course Desk for quick phone lookup of courtesy, policy, and contact info, Proposal for client-facing copy, Margin View for pricing checks, Saved Quotes for history, and Settings only when course rates or contacts need updating.
Saved Quotes
Use search to find a client or course, filter by status, and sort by follow-up, saved date, value, or first tee time.
Course Desk
Open this on your phone for quick recall. It pulls from the synced courtesy/contact sheet and synced contract summaries, so you still only update the real source once.
Pricing sheet
Courtesy sheet
Quote Builder
1000 chars left
Golf Card: cardholder + 1 guest only.
Text Input
Tick before importing to pre-fill all rounds
Rounds
#
Course
Date
Time
Players
GF/pp (charge)
Buggies
Club sets
License
Golf Card
Margin View
Course
Date
Players
My Round Cost
Client Round Fee
Client Extras
Mgmt Profit
Client Total
Profit Breakdown
Andy's Day Fee
Trip Summary
Proposal Output
Edit proposal wording and includes
Includes shown on proposal
Drag items to change the order. Unticked items are kept here but hidden from the proposal.
Proposal wording
Tick notes to show, edit the wording directly, and drag them into the order you want.
1000 chars left
For PDF: use Save PDF (A4) → Save as PDF. PowerPoint export creates editable text boxes, image blocks, and shapes using the selected portrait/landscape layout.
Sending email draft
Edit freely — changes are saved automatically. Hit Reset to regenerate from quote data.
Settings
Per-course negotiated costs & contacts
My Cost/pp always overrides the automatic cost. Leave it blank to use the selected auto cost: the TO discount %, no discount/rack, or a known course contract such as Son Servera 2026 by date.
