Use Quote Builder to create, save and send structured quotations from stored libraries of job types, with pricing by item or area.
Create standardised format Quotes from any internet connection, with a wide variety of customisable pricing structures, day rates, repeat visits, additional items: all stored in libraries so everyone's quote looks the same and is probably spelt the same way too.
Quote items can be added by the millimetre, centimetre, or metre - linear and square area or by single item. We have incremental charging so it can cost less or more to carry out more of a job type and, associate other items and charges with a job type, such as generator or skip hire.
Quotes can be sent online via email or fax and are stored automatically in the document management section. Quotes are also logged in the Quote Tracker so you can instantly see which ones are outstanding and chase them accordingly.
You might need to amend sent quotes or add new items, simply supercede the sent document and amend the new version and send it. If needs must you can print and post it as well.
We think Quote Builder is unique, because we built it to replicate the pricing process that happens inside a sub-contractor brain and it wasn't specified by an accountant.
It is easy to use because our clients did not grow up with a lifetime of computer skills. And we cannot allow technology to get in the way of making money.
Quote Builder is now being enhanced to enable an end to end quote to invoice valuation mechanism, with pro-rata charging based on quoted price or other rates for additional items. |