🚚 New Delivery
← Dashboard
Customer
Homeowner / customer name
Email
(for the invoice)
Phone
Delivery address
(street, town, WA/OR + zip — sets the sales tax)
Add the town, state (WA/OR) and 5-digit zip — the tax rate comes from it.
Product & amount
Product
— Pick a product —
Type the product
(something we don't normally carry)
How many yards
Price per yard
(optional)
Enter a price per yard for a product we don't carry — it flows to the total and the invoice.
Subtotal
$0.00
Sales tax
$0.00
Total (incl. tax)
$0.00
Schedule
Delivery date
Time
Assign crew member
(optional — no text is sent)
— pick a crew member —
Notes
(gate code, where to dump, special instructions)
📱 Send to customer
Create delivery & open ticket
Send this quote to the customer
×
Their fill-in link
📋 Copy link
📱 Text it to the customer
✉️ Email it to the customer
The customer confirms their info, picks a delivery day (open days only), and it comes back to your Call Log + Form Request calendar.