Texas Mats

INTAKE TOOLS

Internal — customer intake and credit paperwork.

First-contact intake, live on the call — creates the Customer and its primary contact in Airtable.

Send Credit Application

Pick a customer, check who receives it, press send. Never fires on its own.

Credit Application (blank)

The two-page fillable form — complete it on the page, download as PDF, email it back.

What needs to happen for a job — facts, quotes, and the check-off to-do list (vendors, access, delivery).

Search a customer, see their info and every quote ever built for them. Read-only — built for a phone call.

Quote Builder (parallel — the Airtable Interface still works too)

Build a Draft quote with live totals and pre-checks. Same tables, same guards; sending stays with the link builders.

Carrier Vetting

FMCSA authority check for trucking vendors — one button per carrier, writes the vetting fields the ⛔/✅ flag reads.