START RIGHT
FINISH RIGHT
PROFESSIONAL
Quotes, invoicing & job management
QuotePro’s powerful software will help you with professional and accurate quoting to win profitable business, manage jobs and get paid on time.
About
What sets us apart?
STREAMLINE
Manage all aspects of your business in one tool that is tailored to the needs of a service business. From quoting to invoicing, job cards and reports.
FAST & ACCURATE
QuotePro speeds up the everyday process of quoting, invoicing and job management into one tool saving you time. Accurate quotes help you win work at the right margin.
PROFESSIONAL
Helps to provide a more professional business image to help you win more customers.
MOBILE
Create quotes and invoices while in the field to improve your quote turnaround time.
FLEXIBLE
QuotePro is flexible to the needs of every trade and size of business. Easily customize your template to your type of work. QuotePro also works for businesses where "every job is different".
SIMPLE
Designed to be as simple to use as possible, so you can get work done and spend more time focusing on your business..
14 DAY FREE TRIAL
“After quoting and invoicing on spreadsheets, QuotePro's streamlined package has saved me so much time”
- Ryan Balfour
www.ballitoelectrician.co.za
“QuotePro has given me pin point accuracy when quoting and generating bills of quantities”
www.coatingworx.co.za
“QuotePro has made my business more professional. I am now winning more business by getting professional looking documents out on time.”
- Siya Ngcobo
www.matopaneplumbers.co.za
“QuotePro has helped me quote faster, more accurately, and improved the controls in my business.”
- Dean Layden
www.shonacon.co.za
Features
How it works
QuotePro's key features are designed to meet the needs of any service business, big or small
LEADS
- Import website leads directly to your lead dashboard
- Keep track of lead sources to learn where your work comes from
- Convert leads to quotes
- Franchisor portal to allocate leads to franchisees
QUOTING
- Build Quote templates for any trade and size of business
- Create cost categories for different types of projects
- Pull in materials from your master price list
- Build up accurate rates with a kit of labour and material products
- Choose how to display pricing to customers
- Easily "tick" specifications you would like to include from your quote template
JOB CARDS
- Convert a quote to a job card including Job details, quote specification & bill of materials
- Allocate to teams
- Keep details of projects for future reference eg. paint colours
INVOICING
- Convert a quote to an invoice
- Use the draw schedule to invoice percentages against a project and easily keep track of amounts available to invoice
REPORTS
- Monthly sales
- Quote success rate
- Quote Turn around time
- Compare average gross profit on projects won and loss
ACCOUNTING
- Sage api allows invoices created in QuotePro to be automatically imported into Sage Accounting
- QuotePro saves invoices for a selected period in the correct XERO format. Simply upload into XERO.
QuotePro (Pty) Ltd.
34 Essex Terrace
Westville
Durban, KZN
South Africa
