FAVOURITES
Build templates for jobs you do often
Group items and labor into convenient bundles and save them as a Favorite to streamline your quoting process. This allows you to build quick, repeatable quotes with ease. Simply add your desired markups and you're ready to go.
✅ Adjust markups effortlessly to suit different projects and client needs
✅ Generate professional, accurate quotes in just minutes, saving you valuable time
By organising your frequently used items and labor into Favorites, you not only enhance efficiency but also ensure consistency across all your quotes. This tool is designed to help you stay organised, responsive, and competitive in your business.
PRICE BOOKS
Easily pull pricing for all the materials you use
Simply upload your price books, enter in the materials you need, and watch as the relevant line items automatically populate with accurate pricing information. It's that easy! Once you see the costs, you can effortlessly add your desired margins to determine the final price for your clients. With everything calculated for you in a matter of seconds, you're ready to proceed with confidence.
✅ Show/hide markups and cost price for complete transparency
✅ Compatible with any .csv file format, ensuring maximum flexibility
✅ Easy upload process, so you can get started without any hassle
TIERED PRICING
Adjust your pricing as you go
Take control of your margins by creating tiered markups for different client types or different job types. Whether you are working with long-term partners or handling one-off projects, our tiered pricing allows you to tailor your rates to suit each scenario. Adjust markups for materials on smaller jobs to stay competitive, or charge more for one-time clients to ensure profitability. This flexibility empowers you to maximize your earnings without compromising on quality or client satisfaction.
✅ Show or hide markups column
Customize your view by choosing whether to display markups. Transparency with clients can build trust, while hiding markups can keep your costing strategies confidential.
✅ Easily build and manage
Effortlessly create, edit, and manage tiered pricing structures with our intuitive tools. Save time and reduce errors, allowing you to focus more on delivering outstanding service.
Track and create multiple quote versions
Create multiple versions of a quote with ease. Whether you need to match a competitor’s price, provide options for different stages of a project, or adapt to new customer requirements, our system allows you to generate and manage quotes effortlessly. With our intuitive interface, you can quickly adjust quotes to reflect any changes, ensuring that your customers always receive the most accurate and competitive pricing. No matter how many revisions are requested, you will always have access to a comprehensive history of all versions, enabling you to maintain transparency and build trust with your clients.
✅ Track unlimited versions – Keep a detailed record of every quote iteration, providing you with invaluable insights and a complete audit trail.
✅ Status tracking – Easily monitor the status of each quote, from initial creation to final approval, ensuring that nothing falls through the cracks.
✅ Customers can approve from email – Streamline the approval process by allowing your customers to review and approve quotes directly from their email, speeding up decision-making and driving quicker project starts
With version tracking, you can streamline your quoting process and enhance communication with your clients. Each time you create a new version of a quote, it automatically saves the previous iterations, allowing you to refer back to them whenever necessary. This feature not only helps you keep track of changes but also provides transparency to your clients, making it easier for them to understand the evolution of their quote.
Accounting Integrations
We work with accounting software including Xero and MYOB to make sure your financial information goes to the right place.
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.
