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New client
Client name *
ABN
Primary contact name
Email *
Phone
Industry
Account Manager
Payment terms
Billing address
What happens next: The client record is created in Airtable immediately and selected in the quote form. Scenario 5 fires automatically — it searches Xero by ABN and email, creates a Xero Contact if needed, and writes the Contact ID back. The quote can be sent as soon as that completes (usually under 30 seconds).
Add client logo
✓ Client created
Upload a logo for internal reference (optional). Shown on client cards inside the Quote Builder.
Drag a file here or click to browse
Anything Airtable accepts. Max 10MB.
Add custom item
For one-off items not in the catalogue. This adds a line to the current quote and shows your typed name & supplier on the quote/documents. On acceptance it groups into a Custom purchase order — communicate directly with the real supplier for these.
Item name *
Supplier
Size
Cost price (ex GST)
Sell price (ex GST)
Quantity
Notes