Texas Mats
INTAKE TOOLS
Internal — customer intake and credit paperwork.
New Customer
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.
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.