App: Quotes & Invoices
From quote to paid invoice - in one flow
Write a quote, turn it into a job, send the invoice - all in the same customer file. No switching between programs.
What the app does
Write a quote, turn it into a job, send the invoice.
You create the quote in the customer file - line items, prices, text. A few clicks turn it into a job.
The job becomes the invoice - data carried over, numbering automatic, PDF out.
Quote, job, invoice, emails, site photos - all with the same customer. No searching across different programs.
Invoices can be exported cleanly - in the format your tax advisor needs.
CRM and job management for trades
A trade business CRM doesn’t need complicated software. It needs to know who the customer is, what was requested, what was quoted, what was ordered, and what was paid. Job management for trades means: the next step is always one click away, no paper slips or spreadsheets.
- Write a quote - directly from the customer file
- Confirm the job - one click, quote becomes a job
- Invoice goes out - automatically from the job, payment tracked automatically
Which edition?
Quotes & Invoices is included in the Business edition. Call us - we'll explain what fits.
04481 99 79 00 00