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CSBC / CLIENTS & INSTRUCTIONSSigned out

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Sign in with a staging account created on this server.

Instruction

Add client

Quotation draft

Save to calculate verified totals.

Task or milestone

Create staff account

This creates a Staff account only. No invitation email is sent.

Use a unique password of at least 14 characters and share it through your approved secure channel. Microsoft sign-in and self-service password changes are not connected.

Apply a task template

Review this starting checklist against the appointment. Tasks will be open, assigned to the instruction owner and have no due dates. Applying a template does not change the instruction stage.