When adding a new quote for a customer or editing an exisiting quote you can now select a new system field called.
By selecting this field you can now do an advanced search to see what works you have quoted are due to start this month or next month. This will make it easy to see who needs following up on.
Choose on the add quote or you can edit an exisiting quote.
Once you have selected the expected start date you can now search for this via the advanced search.
Click on search
Up comes the Quotes that are due to start in the selected time period. This view includes
Quote number, date the quote was created, project, customer, margin and total.
Time to follow up the customers and ask for the job!