Quoting
Get agreement from your customers before you start
Not every company issues quotations before starting work, but if you do, you’ll find that Fintrano has you covered.
When creating a quote, you define the work that you will be doing and the cost, and your customer receives the full quote via email for them to approve. Once an quote has been approved, you are notified immediately and can contact them to schedule in the work.
When you schedule a job based on the quote, you’ll find that all of the items in the quote have been assigned to the job so there’s no need to copy and paste anything. All the information is accurate and agreed. Just like the rest of Fintrano, this high-quality communication makes the process customer-friendly, with an audit trail of their approval.
Get the customer's agreement before the work begins - then carry those agreed details straight through to the job
If you have integrated Xero or QuickBooks, quotes you create in Fintrano will appear automatically into your normal finance system without any work from you.
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