QUOTING

Build robust quotes in minutes

Easy-to-build quotes let you show your customers everything or just the overview. Generate a purchase order or an invoice in the click of a button.

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Favourites

Build templates for jobs you do often

Group items and labour and save as a Favourite to build quick, repeatable quotes. Add your markups and you're away.

Change markups as necessary
Build quotes in minutes
Price books

Easily pull pricing for all the materials you use

Simply upload your price books, enter in materials and the relevant line item will appear along with the price. Add your margins and off you go.

Show/hide markups and cost price
Works with any .csv file
Easy upload
tiered pricing

Adjust your pricing as you go

Control of your margins by creating tiered markups for different client types or different job types. Adjust markups for materials on smaller jobs to stay competitive or charge more for one-off clients.

Show or hide markups column
Easily build and manage
Version tracking

Track and create multiple quote versions

Create multiple versions of a quote with ease. Match a competitor’s price or quote for different stages of a job. No matter how many changes your customer requests, you will always have a full history on hand.

Track unlimited versions
Status tracking
Customers can approve from email

“A game changer for our business - invoicing and quoting are much less of chore and can now be done much quicker than before. This has resulted in improved cash flow for our business.”

Gregg, VIC, Aus, GPS Electrical
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Free Training & Support

We offer free lifetime training and support to make sure you and your team are comfortable managing jobs in Fergus, at no extra cost.

See the Help Center
Accounting Integrations

We work with accounting software including Xero and MYOB to make sure your financial information goes to the right place.

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