Professional Quotes Made Easy With Job Quoting Software
Professional quotes and estimates are essential to secure new business and increase revenue. Clik’s quoting features allow your field engineers to create professional quotes anywhere. They can create and then send a quote to the office for final approval when onsite.
Speed up the job quoting and estimating process with quote templates. Provide accurate and prompt customer service to keep clients coming back. Link quotes with customers in your CRM and pull through job costs and pricing lists. Raise new job sheets without having to type out details multiple times.
Track Quotes and Go Paperless
With Clik, you have oversight of all outstanding new quotes. This helps to reduce admin time and minimise human error. You can see this data both in the office or onsite so you can quickly take action when required. Utilise this paperless approach to quotes and increase your profit margins.
You can also run customisable reports in your central service management system. Bring attention to quotes that are still active and ones that are due soon. Build bespoke reports that show the data that’s important to your business.
Share Quotes Through the Client Portal
You can give your customers the option to respond to their quotes and provide follow-up notes. Within the Customer login, they can look through pending quotes and accept or reject them. They can provide feedback on their response for additional context. Your team can view all details from the main office software.
Sharing this information with clients in real time lets you minimise admin. It provides extra visibility for your customers and improves communication. No need to rely on long email threads, get the feedback you need from your clients quickly and get the work done.
CLIK'S COMPLETE FIELD SERVICE SOFTWARE SUITE
Unify Your Business Operations with Clik
Clik’s range of software helps businesses with much more than just quotations. You can manage your entire operation more efficiently. Streamline your workload and organise your team of field engineers.
Take control of all your project management with enhanced service management. Streamline every aspect of managing your growing client base. Clik offers a complete solution to bring your business together. Enhance your customer services, manage field jobs and organise all paperwork.