Quoting is a chore that decides revenue. A quote typed into a document each time is slow and inconsistent. ServicePilot builds the quote from your catalogue so price, tax and terms are the same every time.
Quotations
- Add services from your catalogue and products from inventory.
- Tax on each line, with the totals worked out for you.
- Linked to the customer and, where there was one, the lead and survey.
Sales orders and returns
Accepted quotations become sales orders. If goods come back, record a sales return against the order so stock and the customer's account stay right. Stock movements flow to inventory, and billing to GST invoicing.
From quote to order
- Prepare the quotation from the lead or customer.
- Send it and record the outcome.
- Convert an accepted quote to an order.
- Deliver and bill, with a return if needed.
Illustrative example: a CCTV installation
A security installer quotes eight cameras, a recorder and cabling for a showroom, with installation as a service line. The customer accepts, the quotation becomes an order, stock is issued and a one-year maintenance contract is added.
Who it is for
Businesses that sell goods and installations alongside service, such as CCTV, RO and solar.