How do digital quotes and invoices work?

Digital quotes and invoices work by having a customised template ready to go on your job management platform. Whenever you need a quote you simply pull up a new template and enter in details, such as how many hours the job will take and any materials you need to buy for the job.

When you create a digital quote not only is it created quickly but you can instantly send it customers from the software. If any costs get contested during the job the software acts as an online record of all your quotes so you can go back and refer to it at any time.

For invoices, whenever staff track their hours or log in expenses, the info is stored in one place. When it’s time to create the invoice all these costs are automatically compiled and calculated and give you the final amount. The invoice can then be sent to the customer straight away via email or text.

What are the benefits of making quotes/invoices with software?

There are a ton of benefits to creating your quotes and invoices in a job management platform.

• It’s quick and easy
  The ability to create quotes and invoices from existing templates makes the overall task easier. It saves you time and adds that extra professional touch by sending it straight to customers via email or text. It removes the headache of creating a new quote or invoice from scratch every time, giving you one less thing to worry about.
• Lets you get paid faster
  A quicker and more accurate invoice means the turnaround time for payments is significantly reduced. You can create quotes as soon as the customer requests the work and create an invoice right on your mobile before you’re even back at home base.
• It reduces the risk of errors
  Digital quotes and invoices mean you can easily look up your records and base your costs off old work. You don’t need to rely on guesswork for how much you should charge every time. You can keep your costs consistent without needing to waste time trawling through old paper documents to find out your rates.
• Easier storage
  Having all your finances on your computer and phone means you can bring up your records anytime and anywhere. Not only does it take up less space than paperwork but it’s easier to manage and keep track of (which is esspecially handy during tax time).