Comfort Advisor Quoting Tool

NetSuite flow

Quote to Sales Order to Invoice: which app drives each step and what NetSuite record it writes.

DNetSuite flow · Quote → Sales Order → InvoiceWhich app drives each step, and what NetSuite records

Stage 1 · NetSuite Quote (Estimate)

Quote

Field app · Comfort Advisor

Collects
Customer and home details, load inputs, selected bundle, add-ons, rebates, deposit, and the customer's preferred payment method (financing, card, check, cash).

Presents
Good / Better / Best with monthly or pay-in-full pricing, then sends the proposal by text and email.

NetSuite record: Estimate Q-2418 created on send. Status: Sent → Signed / Declined / Expired (30 days).

Proposal accepted

Stage 2 · NetSuite Sales Order

Sales Order

Customer proposal → Field Tech

Converts
When the customer checks Terms & Conditions and signs (in the field or on the proposal page), the Quote converts to a Sales Order. Line items, pricing, deposit and payment method carry over. The install appears on the field app's Today list.

Field Tech closes out
After the work is performed, the tech can Collect Payment (card, check, cash) against the balance, then taps Mark Work Completed.

NetSuite record: Sales Order SO-1043, linked to its Estimate. Status: Pending Fulfillment → Work Completed.

Work completed

Stage 3 · NetSuite Invoice

Invoice

NetSuite · Office

Bills
"Work Completed" fulfills the Sales Order and NetSuite generates the Invoice. Deposit and any field-collected payment post as customer payments; the remaining balance bills by the preferred method.

Financed jobs
The invoice is paid by the lender's funding; the customer sees a $0 balance and their monthly payment schedule.

NetSuite record: Invoice INV-0892, linked to the Sales Order and Estimate. Status: Open → Paid in Full.

Try it: sign a quote on the phone, accept it on the customer proposal (C), then go back to the phone's Today list. The new Sales Order appears under Installs; open it, collect payment, and mark work completed. Watch Quotes & Orders in the console (B) move the record through all three stages.