A quote in just a few clicks
The quote is one of the key elements of the
.
Creating a quote is as simple as creating an invoice, and is done from the same screen.
A quote in a few seconds
Your quote lines are added with a single click. The hourly rate for each hour of labor is filled in automatically, and your margin is calculated instantly.
Price lists and catalogs from the biggest suppliers are integrated and updated regularly, with no action needed on your part. Entering product records is a thing of the past!
The "Package" feature lets you define sets of lines to add to your quotes, invoices or work orders. For example, create a "hull cleaning 8 to 10 m" package and include the cost of hoisting, cradle blocking, high-pressure cleaning, and the consumables needed for the hull cleaning.
When you add this package to a quote, the prices are automatically refreshed from your item catalog, and hourly rates are updated.
Once the quote is approved by the customer, a single click turns it into a Work Order.
Quotes can be signed electronically by your customers, simplifying the approval process and speeding up the conversion into a work order.
Your technicians find it directly on their screens and can start working on it right away.
From quote to work order...
From work order to invoice
Once the tasks are complete, invoicing the work order is done in one click, and the loop is closed!
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