VOZ

Sign in to manage opportunities, clients, contacts, catalog, and estimates.

Job

Job Attachments

Patient

Add Products

Select one or multiple catalog items to assign to this estimate.

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User

User photo

User photo preview

Save the user first to enable photo upload.

Associate Contacts

Select one or more contacts to associate with this client.

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New Opportunity

Assign Client and Contact

Start by selecting the client. Then choose one of its contacts or create both records from the same flow without leaving the opportunity workspace.

Select Client Choose the account or company that will own this opportunity.
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Select Responsible User

Choose the platform user who owns this opportunity. You can create or edit users from this flow.

0 available

Opportunity Follow-up

Capture the next commercial action with a clean reminder workflow. Use this record to keep the pipeline current without cluttering the opportunity page.

Opportunity Company · Contact

Client Payment

Register a payment against an approved estimate and keep the financial trail organized inside the client workspace.

Opportunity Client · Contact
Remaining balance $0 Select an approved estimate to see the available amount before saving.
Upload one receipt or supporting file for this payment.

New Note

Add internal context for this opportunity. Notes remain grouped in the workspace and build a clean commercial history.

Opportunity Client · Contact

Client Address

Store billing, commercial or on-site addresses in a structured workspace.

Edit Client

Edit Contact

Task Details