Quote through Invoicing
Increase Revenue. Generate Cash Faster. Gain Control.
Easily create quotes on the app or in the cloud. Select your service, date, price and any other details.
Emailing quotes is easy. Once you’ve created the quote, simple click ‘Email Quote’ to send. You can even attach a custom document with Terms & Conditions or any other information you’d like to share with your clients.
Your client receives a Quote email with the work details and price, plus an attachment if you choose. They can reply directly to you to request changes, or accept the quote with one-tap of the Approve button.
Set up your locations to auto-create and send work orders to field staff upon quote approval. Staff can get alerted by app and email notification.
The work order lets staff see all the work that needs to be done. Once they’ve completed the tasks, they can snap photos of the completed work and make comments. All this info. is stored in the cloud for fast, powerful reporting.
The work is done and now it needs to be billed. It’s easy to verify the completed work order and send it to invoicing on the app. Simply tap Send to Invoice and the work order goes into the Invoicing module for billing.
To see how the Quote through Invoicing workflow can help you >
See how Able Services stopped missed billing and increased revenue 25% by implementing Quote through Invoicing