Pull labour and materials from your price book, start from a saved template, or draft a quote from a plain description.
The client opens a link, signs to approve or declines with a reason, and you can see when they have viewed it.
An approved quote becomes the job, the service contracts or the invoice, and pushes to Xero.
Remedial work is the best margin in fire servicing and the easiest to lose to slow quoting. Every path into a quote is built to be quick.
Quote line by line, or as a letter with a scope of works and internal costing behind it. Add items one at a time or in a batch from the price book, start from a saved template, or describe the work in plain words and let traqR draft the quote for you to refine.
Your labour and materials at your rates, picked straight into the quote.
Save the jobs you quote every week and reuse the lines, terms and notes.
A guided quote for maintenance contracts, priced per site and per service.