Job Processing - Estimates & Quotes
Create quotes from detailed cost breakdown or "best guess"
Copy from previous quotes
"One-click" conversion to Works Orders
Email direct vis Outlook
Estimating and Quotations
Single or multiple quotes - prepare accurate and professionally presented quotes to meet the needs of both you and your customers. Quotes can cover single items, multiple quantities of the same item, assemblies, KOP and Kan Ban in any combination.
Copy quotes - can be used to copy previous quotes, including those that you may have set up as templates. The new quotes can then be modified as required.
Printing of quotes - print single or multiple copies of your quotations or, if you prefer, fax or email it to your customer. Quote prints can contain single or multiple items.
Conversion to works orders - following acceptance by the customer, convert single or multiple quotes to works orders, adding key order information in one easy dialogue.
Quote history - use to get reports covering, for example, a history of quoting for a customer, a product, outstanding quotes, accepted or rejected quotes in any combination. If the comprehensive reports do not cover your specific needs, bespoke reports can be written.