12:04:37 From Morgan Gaffney : Software survey: https://docs.google.com/spreadsheets/d/1iAzBHVNJXb5By6ECVOmeyLeqaC6KnTEsDvPlNedPRgo/edit?usp=sharing 12:05:12 From Fireflies.ai Notetaker Tamara : Tamara invited Fireflies.ai here to record & take notes. View Security & Privacy info: https://fireflies.ai/policy Type: '/ff leave' - Remove Fireflies View Realtime notes here: https://app.fireflies.ai/live/01K8TXST27GZHQ47588VWAC9EM?ref=live_chat 12:05:16 From Suzy Daruwala : Sorry, somehow I missed that email and didn’t respond 12:05:28 From Tamara Kulyk : Yay good pick! I have the hardest time quoting Roman’s 12:05:38 From Tamara Kulyk : Romans* 12:10:09 From Zona Tiller : arrived late// did Peggy input all this information or did it come with all of this? 12:12:08 From vincentnigara : Peggy input everything 12:12:13 From Tamara Kulyk : Peggy has some preset templates in sortable that she does to help build her spec sheets but we are having each workroom go over the quoting system they use and the example right now is that everyone is going over how they price and figure a Roman 12:12:27 From Tamara Kulyk : Air table* not sortable 12:13:11 From Tamara Kulyk : Yes Peggy is inputting the specific data ie size fabric etc into her system 12:16:12 From Agata - Maple Drapery & Carpet Ltd. : sorry Im late to the party 12:17:08 From Mary’s iPhone : This is great, as a project manager would this help my workrooms if I input their prices to do my own quotes? Thinking this could save them time doing quotes for me? 12:17:19 From Tamara Kulyk : @Agata - Maple Drapery & Carpet Ltd. Happy to see you at the party! #teamcanada 12:17:45 From Mary’s iPhone : Happy to see you too 12:18:29 From Amy Baradell : Is this desktop? 12:20:52 From Zona Tiller : Replying to "Is this desktop?" I use desktop,looks like it 12:26:49 From Adrienne Sandino WINDOWOLOGIE : I’d like to see how to make the group too! 12:27:07 From Edward Morgans : I use a Mac with our QBO and haven’t had issues. 12:27:15 From LuAnn Nigara : Reacted to "I use a Mac with our..." with 👍 12:27:21 From Holden Quinn : I’m using desktop enterprise with group items as well still. Exploring QBO and didn’t know about bundles. Thanks yall! 12:27:34 From Pamela Cole White Label window : I would agree with that. We use QBO with o issues but we are ecited to learn about the bundles! 12:27:46 From Edward Morgans : The only issue is they keep changing the UI 12:27:56 From Pamela Cole White Label window : That is SO TRUE! 12:29:54 From Tamara Kulyk : I love the bundle idea! 12:54:28 From Tamara Kulyk : Do you all use these systems for HD quoting also or do you all do that in DirectConnect 12:57:44 From Elizabeth Gerdes, Stitch Above The Rest, LLC - GA : Since we are trying to share what works for us, and give information to those looking for a new system, if we can't all use the system, let's stick to the ones we all can access. 12:58:15 From JIll Kramer : are you saying airtable automatically enters into qb like direct connect after setting up? 12:58:35 From Elizabeth Gerdes, Stitch Above The Rest, LLC - GA : You can use Zapier I think to get your stuff out of Airtable and into QB 12:59:06 From Elizabeth Gerdes, Stitch Above The Rest, LLC - GA : I would still love to see Pamelas Quipa 12:59:30 From Pamela Cole White Label window : I can show it— it does have the option to export directly to Quickbooks 12:59:31 From Elizabeth Gerdes, Stitch Above The Rest, LLC - GA : This is a lengthy process to get airtable set up 12:59:36 From peggy : I would like to see Quippa, too. 13:05:50 From LuAnn Nigara : I have a 1:30 interview, gotta run— great meeting everyone. So wonderful of all of you to share your process with us! 13:06:07 From Tamara Kulyk : Reacted to "I have a 1:30 interv…" with ❤️ 13:06:12 From cathy chevlin’s iPhone : Sorry have to go 13:06:19 From Tamara Kulyk : Replying to "I have a 1:30 interv…" Have a great interview! 13:06:20 From Elizabeth Gerdes, Stitch Above The Rest, LLC - GA : Reacted to "I have a 1:30 interv..." with 👍 13:12:51 From Amy Baradell : I've got to jump off for another meeting. Thank you! 13:12:58 From Elizabeth Gerdes, Stitch Above The Rest, LLC - GA : Reacted to "I've got to jump off..." with 👍 13:13:07 From vincentnigara : C u next week 13:13:16 From Elizabeth Gerdes, Stitch Above The Rest, LLC - GA : Reacted to "C u next week" with 👍 13:17:07 From Tamara Kulyk : Do you all charge differently if com vs. If ordered through you 13:26:21 From Mary’s iPhone : How can I use this as a Designer Project Manager ? 13:29:30 From Gretchen’s iPhone : I’m like Marcene. I came up with a system (analog) years ago that works really well for me. That 21 window project that Pamela mentioned, I could quote that in an hour or less. It would be longer to create work orders, maybe 2 hours. 13:30:42 From Tamara Kulyk : Do you put in your repeats to your system 13:31:35 From Pamela Cole White Label window : Yes they are all entered into the system... 13:32:00 From Tamara Kulyk : Reacted to "Yes they are all ent…" with ❤️ 13:33:18 From Morgan Gaffney : Register for CEO and 7 Steps ->www.excitingwindows.biz/ceo Register for Managing for Profits (use code PROFITS) -> www.excitingwindows.biz/mfp Register for Sun Shading Expo (use code SSENA25EW) -> https://www.vipguestinvites.com/shows/SunshadingExpo2025/submissions/excitingwindows!/excitingwindows!.html Hotel -> https://book.resiada.com/AdvancedTextilesExpo2025/Attendee Zoom Meeting Schedule -> www.excitingwindows.biz/zoom 13:36:00 From Tamara Kulyk : This session was DYNAMITE!! Thanks all!!! 13:36:10 From Elizabeth Gerdes, Stitch Above The Rest, LLC - GA : Thanks yall! This was great!