Designed for call-out professionals who specialise in areas such as Pool Maintenance, Tree Services, Domestic/Commercial Cleaners and Mobile Car Washers,
Acclyptic's quotation system provides a streamlined way of generating and sending quotes to your clients directly from your mobile via Email or SMS.
Acclyptic's quoting system is designed to be tailored to how you run your business whilst minimising manual input on each job.
Head into the roster, create a job and select "Quote" from your services. The job price and duration will automatically calculate as you select each available service.
You can manually set the price by typing directly into the "Price" field.
The quote is easily identifiable in the roster. Quotation, Job and other colours can be configured to your company branding by opening the "System" control panel.
Open a quotation. Various details such as the price, duration, quotation number and status are automatically set by Acclyptic.
Hit "Details" to fine tune details of the quote, such as sections, materials used and item quantities.
From the main menu, head into "Quotes"
The dashboard will give you an overview of your quote performance, allow you to search through your quotes and provide a full list of quotations in the system.
Direct to your client
Open a Quotation and hit "Send". Options will be available based on the client details.
The quotation message will automatically generate based on your Communication Templates.
For more details about setting up and using Acclyptic's quotation system, log into your account and select "Support" from the main menu.