JOB COSTING
ESTIMATING SOFTWARE
FEATURES
Make job costing & quoting A BREEZE
iTrade's estimating module streamlines the quoting process, allowing the creation of professional quotes with the option for online acceptance. Whether it's a simple single-page quote or a detailed proposal with your company's branding and PDF attachments, iTrade has you covered.
Advanced features make job costing and quoting effortless, eliminating inaccuracies. Gain control and access clean, templated formats. Speed up and enhance accuracy with iTrade's integrated system, increasing your chances of winning more business by sending out quotes faster.
JOB COSTING FEATURES INCLUDE:
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Choose from 32 different pricing/layout options
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Send to multiple contacts
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Online acceptance
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Unlimited templates, schedules & embedded images
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Quote expiries with notifications
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Set minimum margins
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Mandatory attachments like T’s & C’s or Company Profile
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User-friendly quoting with powerful functionality
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Separate introduction and signoff pages
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Multiple schedules per quote
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Customer selectable schedule & optional extras for upselling
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Purchase orders created from quote
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Margin override on all or individual items
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Revise & update quotes instantly
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Push accepted quotes into ongoing projects as variations
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Utilise the Misc section for internal purposes
WHY USE OUR QUOTING & INVOICING SOFTWARE
Outline the key components of the project, detailing the necessary time and materials. You have the flexibility to either start from scratch or tailor your project by leveraging pre-saved schedules for similar recurring quotes. Specify both mandatory and optional items within a quote.
SIMPLE CREATION PROCESS
iTrade's simple building block process makes creating your own template a breeze:
DETAILS
Choose a preferred site for your customer, and then select how the quote will be presented to them, complete with a multi-choice pricing option.
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BOOKING CONFIRMATION
Send Text or Email job booking confirmations to your customers or staff. Texts can be sent automatically one, two or three days in advance and your customers replies are imbedded directly into the job notes section along with popup notifications and optional emails.
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