Every quotation.
A clearer margin.
MarginDesk is CTSL’s private internal workspace for quotation requests, estimates, customer purchase orders, actual supply costs, and invoices.
It brings the quotation-to-payment process together with markup, profit margins, and weekly and monthly management reports.
Open your workspace →This is the public integration support site.
The financial tracker runs on an authorized CTSL computer. Customer records and account credentials are not accessible from this website.
QuickBooks Online
The connector is prepared for importing estimates and invoices. Production authorization is pending Intuit’s requirements and review.
Connection setup →Billdu
Estimate and invoice email copies can be reviewed in the shared Gmail queue. Direct retrieval from Billdu’s account is not supported by its documented API.