WorkflowMax helps you send fast, accurate and professional quotes. Utilise time estimates, client history and invoicing so you can quote what you’re worth, and bill instantaneously.
Generate a quote using job templates and customise it however you like. Once ‘accepted’, instantly transform your quote into a job and save time on account management. When the job is finished, generate an invoice from your quote and get paid faster.
Use WorkflowMax's fully customised quote template tool to produce well-designed quotes that reinforce your brand and professionalism.
Choose from a number of different estimating templates. Create a one pager or design a 10-page proposal document to wow your prospects and customers. Preparing a quote literally takes seconds - you can base it on staff rates, project rates or time. It’s easy.
Client details are carried through from leads or jobs and populate your quotes automatically. You just need to enter the job description, budget and due dates.
If you’re using a quote template, some tasks will be pre-populated. To save time, simply add more or select from your saved list and reorder tasks as needed.
Show all costs associated with a job and easily adjust as necessary. Add optional extras to your quotes and upsell clients on your services with the click of a button. Then view your gross profit margin against each quote.
Get all the benefits of an enterprise-grade system, without having to pay thousands of dollars. No setup fees. No upfront costs.
Drag the slider to select the right option for your business
With quickly generated estimates, you can respond to queries fast and capture more prospects.
Use templates for common job types to increase accuracy while reducing admin time. The faster you send a quote through, the faster it gets approved and you can get to work!
Client information populates through from leads or jobs, saving you time and ensuring there's no double entry.
Impress your clients by sending professionally designed quotes for your specific industry, with your own branding, terms and conditions.
Choose to quote per project or based on labour and materials - WorkflowMax is flexible.
You can see that status of all your quotes at a glance so you know which to follow up and which are ready to be closed.
WorkflowMax gives you the option of using job folders for each phase. When quoting, make use of job templates to create your quote. On your job template you can create default folders, save the template header and then add your milestones, tasks and costs, selecting the appropriate default folder for each item.
Then, when you create your quote, all you need to do is select the first phase template and then within the quote choose Options > Apply additional templates.