Generate estimates and quotations and track them relevant to an enquiry or customer
Increase your profits by responding to client quote requests quickly and more accurately. JobPro has the ability to set pricing specific to each customer or have default discounts for each customer. Pricing for products or services can be based on multiple custom price breaks.
Users can generate estimates, proposals, quotations from the Quotations module. This module is linked to the Product/Services, Enquiry, Jobs/Projects and Contacts modules. Details for a estimate/quotation can be entered on a line by line basis or on a textual basis. Records can be duplicated, amended, or turned into a job, sales order, sales invoice or a purchase order with the click of a button. Create subsequent quotation requests to suppliers directly from quotation line items. There are various reporting options on the Options screen.
Jobs can be created from a quotation and if relevant the assembly or 'bill of materials' details for products to be assembled can be auto generated on the job where assembly sheets can be printed.
Complete budgets can be generated when converting a quotation into a job to allow for complete control of costs when managing the job/project. Budgets are generated by a custom category that the user can define.
Users can also link related documents to quotations.
Track commission for every quote approved based on the sale or profit amount or just on an entered value.
Quotations / estimates can be printed or emailed (as a PDF) in any currency and in multiple languages including: