To get you started, you'd probably like to see the whole thing in action, right? Well, here's step one. Watch the product demo, check out some screenshots and fill out the form if you want to schedule a live demo. Just let us know a little about your business and your particular needs, and we'll contact you to schedule a time. And don't worry, as with everything else we do, we will never share or sell your information to anyone, period.
Screenshots
Quote Builder
Drag-and-drop line items into quote sections. Line items can be set to optional or as an alternative to the previous one.
Customer-facing quote
You send the customer an email or text message with a link to the quote, then they can accept or reject it and send feedback.
Mobile friendly quotes
If the customer uses their mobile device to view the quote, it will step them through how to accept or reject the quote so there is no confusion.
Product Manager
Manage your inventory all in one place with intuitive product lists and shopping lists
Work Order
The work order has an intuitive project check-list, line items that need to be marked complete by the technicians, and all the access to any information needed to efficiently complete the project.
Payments
Easily take payments, issue credit memos, refunds, etc. Payments for change-orders or negative-amount change-order credits are automatically applied.
Task Lists
Assign tasks to other users or yourself. Associate customers, work orders, quotes, vendors, etc. so the information can be easily accessed from the task list.
Package Builder
Build packages of products and services that you can use as a template, further speeding up the quoting process.
Custom Templates
Customize how you want your quotes and invoices to look all the way down to the smallest details. It couldn't be any easier!
