Project Quoting System

Client uses the system to create quotes for potenatial customers. This means a site visit plus taking photo graphs of what needs to be changed. System integrates with MYOB for Customer Details and inventory items. Quote automatically emailed to client when ready. Design documentation automatically generated and copied into document library. Details transferred to production (project) management system (similiar to a CRM system).

Details:

  • Security to prevent unauthorised access
  • Responsive (Mobile Compatible)
  • Mobile version enhanced to make it easy to add quote details and site images when visiting potential customer site
  • Integrated into Monday.com (CRM/Production System)
  • Integrated into accounting system (MYOB)
  • Automatically emails quote to client, updates MYOB, creates project files on company network