Bovhu Sales Tracker

Set the QB Customer Name for each client to exactly match how they appear in QuickBooks. This prevents duplicate customer creation on export.

QB import complete.
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Estimates

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Invoices

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Job Cards

No job cards yet. Mark an invoice as Paid to generate one.
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Estimate Builder

Subtotal:
Total:

Client:
Rep:
Email:
Phone:
ItemDescriptionSizeQtyPriceTotal
Subtotal:
Total (incl. VAT):

Subtotal:
Total (incl. VAT):

Convert to Invoice

Convert to a tax invoice?

New Estimate

Subtotal:
VAT (15%):
Total:

New Invoice

Subtotal:
VAT (15%):
Total:

Convert to Booking

Create a job booking from ? This will add it to the Sales Tracker.

Import Clients from QuickBooks

Upload your QB customer export to auto-link QB names

Accepted file formats:

.iif QB Desktop customer export: File → Utilities → Export → Lists to IIF Files → Customer List
.xlsx / .csv Excel or CSV with a Name or Customer Name column. Must include a header row.

Existing clients with a matching name will have their QB Customer Name set automatically. New QB customers will be added as new clients.

Print Ready Checklist

Approved Rejected

MANDATORY BEFORE HANDOVER — Both Sales Rep & Designer must complete their sections.

Sales Rep Responsibility Saved

2. Size & Specifications

Sales Rep

3. Client Approval

Sales Rep

🚫 If no approval → DO NOT PROCEED

4. Payment Verification

Sales Rep

🚫 No payment → NO PRINT

6. Internal Notes & Instructions

Sales Rep
Designer Responsibility

1. Artwork & Design

Designer

5. File Preparation

Designer

Final Print Ready Decision

NOT PRINT READY = NO PRINT  ·  NO APPROVAL = NO PRINT  ·  NO PAYMENT = NO PRINT

Download Print Ready PDF
PDF generated after sign-off

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Proof of Payment

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Proof of Payment

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Payment Note

No document — describe how payment was confirmed

This note counts as payment confirmation.

Payment Note

No proof of payment document

This note counts as payment confirmation and unlocks job cards.