Instant Quotes & Invoices
Save time & never stay up late again
Create professional quotes on the spot and automatically email them directly
to clients at the push of the button.
Quickly & easily quote invoices on the go
- Create & cost new projects remotely or at home
- Provide fast, professional quotes at the click of a button
- Duplicate quotes from previous jobs and update costings to save time
- Easily adjust quantities and inclusions
- Easily revise and resend quotes whilst creating a paper trail
- Understand & include your overheads in your pricing on an hourly, daily, weekly, monthly or annual basis
- Sends instant notifications when a client accepts or declines a quote
Professional inclusions & compliance
- Taylor the look and style of your quotes
- Include payment schedules with your quotes
- Include your terms of trade with your quotes & invoices
- Include per item fixed pricing for standing offer arrangements (SOA's) with your quotes
Invoicing made easy
- One click to send previously populated invoices and progress claims generated from your payment schedule
- Automatically adds accepted variations to the project invoice list
- Integrates with cloud based accounting software (MYOB Essentials, MYOB AccountRight & RECKON One)
Job Organisation & Secure Storage
Keep and access important information at your fingertips
No more filing cabinets, sticky notes or excel spreadsheets. All job information saved quickly, safely & securely
Job organisation at a glance
- Conveniently overview all projects you have on the go at any stage (quoting, accepted and declined)
- Easily add, update, store and save client details, documents and photos
- Easily add, update, store and save employee details
- Easily generates client folders for multiple projects
- Easily search for past and current clients and projects
- Add a line item checklist for job tracking
Quick, safe & secure storage
- Password protected
- Communicate with clients and employees via secure client portal
- Add employees to jobs and choose what information they have access to
- All clients details accessible at the touch of a button
- Upload documents, site plans, sub contractor invoices, etc in seconds from anywhere
- Upload photos directly to job folders like sending a text message from your phone
- Backup completed job files externally
Transparency & Client Relationships
Add a new level of service difference for your clients
Keep clients involved in projects. Track communication. Securely record for future reference.
Quick & easy generation of:
- Requests for information
- Variations
- Progress claims
- Notices of delay
- Stop work notices
- Certificates of practical completion
- Defect notices
- Notices of dispute
- Payment schedules with your quotes
- Terms of trade with your quotes & invoices
- Per item fixed pricing for standing offer arrangements (SOA's) with your quotes
- Certificates of satisfaction
Automatic alerts when:
- Password protected
- Communicate with clients and employees via secure client portal
- Add employees to jobs and choose what information they have access to
- All clients details accessible at the touch of a button
- Upload documents, site plans, sub contractor invoices, etc in seconds from anywhere
- Upload photos directly to job folders like sending a text message from your phone
- Backup completed job files externally
Automatic alerts when:
- A client accepts a quote, variation, requests information, etc.
Automatic alerts when:
- Password protected
- Communicate with clients and employees via secure client portal
- Add employees to jobs and choose what information they have access to
- All clients details accessible at the touch of a button
- Upload documents, site plans, sub contractor invoices, etc in seconds from anywhere
- Upload photos directly to job folders like sending a text message from your phone
- Backup completed job files externally
Employee Engagement
Get your team on board and aligned to your project goals
Keep employees engaged in job progress and monitor job allocation and performance
Employee Communication
- Update employee and subcontractor details instantly
- Auto generate an access point and password for your workers
- Creates a communication tool between subcontractors and staff
- Allocate jobs to employees and subcontractors letting them see only what you choose
- Provide selected clearance access to each employee and subcontractor
- Allows employees to send you an alert to confirm project completion or if a stage has been reached
- Allows employees to write task notes for each line item
Keep track of jobs
- Print out performance reports
Accounting Software Integration
Keep your bookkeeper and accountant happy
Have two essential applications running together to remove double handling.
Integrate with your accounting software
- Creates and recognises existing customers in MYOB Essentials, MYOB AccountRight and RECKON One
- Invoices sent to clients are automatically updated in your accounting software
- Easily provide access to your bookkeeper and accountant to help you keep overheads updated
- Imports existing clients from your cloud based accounting software so you don't have to enter them twice.
Seriously, it's got everything.
Start your free trial and enter in a current project to see how simple it is.
