Simon Example

0412 345 678100 Queen St, Brisbane City QLD 4000, Australia

↵ save · ⇧↵ new line

Current Step

Payments

No invoices tracked yet

Invoices from Xero will appear here

Simon Example

Project Underway

0412 345 678 simon@example.com 100 Queen St, Brisbane City QLD 4000, Australia

Activity

Moved to Project Underway

· 8 sep 2026 at 1:30 am

Scope of works updated

· 8 sep 2026 at 1:30 am

Moved to Proposal Accepted

· 8 sep 2026 at 1:30 am

Formal Quote SentV1

8 Sept 2026, 11:30 am

To:simon@example.com

Subject:Your Personalised Quotation for Medina 8.3m x 4.2m Pool

Hi Simon,

Thank you for taking the time to meet with Tom to discuss your vision.

Please find attached your personalised quotation for your project.

If you have any questions, or would like to move forward, please don't hesitate to reach out.

Thank you,

Jess Harrington

Owner | Business Manager

P 0412 345 678

E info@thepool.co

W thepool.co

Medina_8.3m x 4.2m_Quotation_Simon_Example.pdf

Moved to Proposal Sent

· 8 sep 2026 at 1:30 am

Moved to Site Visit Booked

· 8 sep 2026 at 1:29 am

Moved to Initial Estimate Sent

· 8 sep 2026 at 1:29 am

Quick Quote SentV1

8 Sept 2026, 11:29 am

To:simon@example.com

Subject:Standard Pool Package Pricing

Hi Simon,

Thank you for your interest in The Pool Co.

Please find attached pricing for the Medina Series Standard Pool Package.

Please don't hesitate to get in touch if you have any questions.

Thank you,

Jess Harrington

Owner | Business Manager

P 0412 345 678

E info@thepool.co

W thepool.co

Standard_Package_Pricing_Simon_Example.pdf

Simon Example added as a new lead

· 7 sep 2026 at 9:08 pm