Quoting designed for contractors

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.

Instant Quoting

Acclyptic's quoting engine is designed to be tailored to how you run your business whilst minimising manual input on each job.

Creating quotes is as simple as heading into the roster, creating a job and selecting "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 and add specific products, calculate particular sections and adjust other details by heading into the Details of the quote.

Quote are colour coded out-of-the-box making them easily identifiable in the roster. Quotation, Job and other colours can also be configured to your company branding .

Quotation details

Various details such as the price, duration, time and status are automatically set by Acclyptic. You can change them at a 'generic' level or fine-tune your quote by bringing up the quotation details.

When the job is more complex and you need to send specific details, you can to fine tune the specifications of the quote, such as sections, materials used and item quantities.

Managing Quotes

Dashboard

Acclyptic provides a clear and easy to read dashboard that lets you see how your business is performing.

The quotes dashboard give you an overview of your quoting performance, allows you to search through your quotes and provides a full list of quotations in the system.

Direct to your client

Sending your quote

Sending a quote is as easy as opening a Quotation and hitting "Send".

The quotation message will automatically generate based on your Communication Templates and you can select how much or little detail to include in your quote.

 

For more details about setting up and using Acclyptic to help your business, Get Started with Acclyptic and head over to the Support Centre where you will find quick read manuals, news, access to our support staff and more.

 

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