Quotes & Work Orders

Set Customer Expectations Upfront

When it comes to paying for work, no one wants to be surprised with unexpected charges after the job is done. Our quotes feature allows you to quickly create a quote for upcoming working, providing the customer with great transparency and further enhancing your reputation.


Kick Things Off With Work Orders

Once a quote is approved, a work order is crated with the click of a button, which can then be sent to the customer. Work orders can be updated and resent to the customer as needed.

Work orders turn into invoices. 

Adding the Quotes and Work Orders feature to the invoicing life cycle means there's no need to create each one from scratch. Using the same information from a quote all the way through to an invoice ensures greater accuracy and saves valuable time.

 

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