In the office or in the field, create Quotes or Estimates in seconds using one off detail or accessing your Line Items for speed and accuracy. Send as finished PDF with photos, signatures and attachments.
It’s never been easier to convert business. Simply slide and convert your Quote to a Job or Invoice. All details are pulled through and updated. Automated reminders help you stay on top and follow up your clients for you.
Instantly see the status of all of your Quotes and Invoices. Filter by Paid and Outstanding and simply swipe to follow up with a call, email or SMS.
Smart Assistants can help you by automatically following up on all Quotes with customised wording at different times by SMS, Email and Letter. You decide when to follow up and what you would like to say and then let the Automated Assistants do their thing!
Add one or more signatures to your Quotes and Invoices. The perfect tool to ensure both your team member and the customers are signing off and approving.
The accounting integration with software partners like Xero and Quickbooks is a powerful two-way integration and important financial information is available throughout. When viewing a client in the CRM or creating a new job, real-time visibility of outstanding balances can provide great value.
Find out more about Quotes here