VOZ

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

Job

Job Attachments

Job Note

Capture internal execution context and delivery details for the team.

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.

Profile

Your account information is read-only. You can still change your photo and password.

Profile photo

Profile photo preview

The image is updated immediately for your current account.

Change Password

Use your current password to set a new one.
New Client

Create client

Capture the main account details first.

Main details Start with the primary commercial data.
New Contact

Assign Client and Main Details

Select the client first, then capture the main contact data. After saving, the full contact detail opens.

Select Client Pick the account this contact belongs to, or create the client first from the same flow.
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New Catalog Item

Create catalog item

Create the product record with the key commercial data first. Images and extended details stay in the detail view.

Main details Keep this first step focused on the SKU, name, price and publication status.
New Estimate

Assign Client and Contact

Select the client first and then the related contact. The estimate detail opens next so you can add products and finish the quote.

Select Client Choose the account that will own this estimate.
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Associate Contacts

Select one or more contacts to associate with this client.

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Select Email Recipients

Choose one or more contacts to receive the selected document.

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Estimate Actions

Choose an action grouped by document, workflow, and management scope.
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.

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Select Job Responsible

Choose one company user to own this job. The selected avatar and name will stay visible in the job detail.

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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.

Generate Payment Plan

Create scheduled installments automatically from the current estimate balance.

Estimate Define period and installment value
Current Balance $0 Only the remaining unplanned amount will be included.

New Note

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

Opportunity Client · Contact

Send Message

Select one or more contacts, choose SMS, Voice or WhatsApp, then write the message.

Recipients Select one or more client contacts

Client Address

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

Reminder Record

Emails are sent automatically from D0 (due date) and then daily while the reminder is active.

Destinatarios de recordatorios

Selecciona los contactos vinculados que recibiran correos de recordatorio.

Destinatarios Sin destinatarios seleccionados.
0 vinculados

Edit Client

Edit Contact

Task Details