Allowing you to build a very good-looking quote with as much or as little detail displayed to the client as you wish. Build up quantities and line items in a logical, linear format. Break out totals into materials and labour or define them yourself. The totals are added up as you go along and the sales tax added automatically.
Add a template with your logo and contact details and your quote is ready to send to your client in no time at all. And as making quotes and estimates are the number one time-consuming gripe for all field service companies - the faster they are done - the better.
There are lots of extra things you can do with this quote. The most important is to preview it and that allows you to send it to multiple recipients.
Once you've built those quotes it is very useful to have a record of them. And that is what's great about Flobot. It keeps a record of every single one of them - and that's useful because you can now chase them up to see if they are going to buy anything from you.
With Flobot's unique visual stage system you can easily and quickly see whether they have indeed purchased or whether you need to make a sales call.
Total revenue, total profit, whe it was sent, who sent and eve if it has been opened and looked at. All this at your fingertips.
Rendered beautifully of course, but there is more to this quote than meets the eye. Look carefully and you will see the options for the client to reply straight back to you electronically. And then you will get a message telling you that (hopefully) your customer has accepted the quote.
Even better, it means they can electronically accept your terms and conditions - very useful in the unlikely event that there is a dispute between the parties.
There are a lot of special features within Flobot, some of them are completely unique to our software and not found on any other system. And of course, we are adding new features all the time. Check back here for the new additions or click on the 'News' section of your dashboard to see what has been invented added and improved upon.
Flobot is simple to learn but why not save time? Find out it will work for you with a real-time demo. What are you waiting for?
