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You need a system that is flexible enough to work the way your company operates. It needs to put information in the right place, be easy to learn and use and allows you to see at a glance what is happening.
Quikflw allows you set up your own stages/status to reflect the way you work. It also makes it easy to manage different types of operations, for example if you have more than one service (such as installation, sales, consultancy).
Skip remove process you don't need, hide and rename tools and fields so your staff don't get confused by terminology that means nothing to them.
Information entered once in the system is carried through and referenced in all the other parts - so something that has been entered on the quote will appear on the job, delivery note or invoice automatically.
Use one product/services list so all quotes, jobs, purchase orders and invoices are consistent with each other and between different staff.
Set up PDF templates for quotes, jobs, etc., to make sure your brand is being consistently presented and that all the important information is always included (such as T&C's).
Control discounts and quotes sizes to prevent any unpleasant surprises.
See staff and client comments next to the quote or job making it easy to find out exactly what has been discussed and needs to be done.
Use the visual approach to quotes, jobs, etc. to see the statuses/stages of processes and drag-and-drop between them.
See in one place all the linked documents so you can see what is missing in a second.
Get automated emails to tell your staff what to chase and when.
Check business workload and visually reschedule.
Send the correct information to different parties - staff, contractors and customers.
Remove the drudgery and opportunity for errors on repetitive tasks.
Build automations that process tasks, such as completing jobs, sending documents and emailing customers, saving substantially amounts of time.
Quikflw makes it easy for you to:
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