Automate processes by linking actions together such as invoice creation, emailing confirmations and pushing data into other systems. Speed up your processes by triggering multiple actions (creating invoices, delivery notes, sending documents) all from one click
Do you have to send a pro forma or deposit invoice before when a client accepts your quote? Quikflw can create a pro forma or deposit invoice, send to the client and post into your accounts system. It speeds up your sales process and improves your cashflow.
Maybe your accounts person is only in once a week and you have to wait for them to send the invoices and put into your accounts system? Quikflw automation allows a member of staff with no access to the invoices modules and accounts system to mark a job as completed - and this can create the invoice, send to the client and push into your accounts system. Your invoices go out earlier improving your cashflow and you removed a chunk of work from your account’s person. The system is flexible enough for you to set the what clients get an automated invoice and which don’t.
Maybe you want staff to get a notification when all the materials for a job have arrived? As supplier deliveries are booked in, if the purchase order is complete, the system can email staff and also move a job onto a new status (such as ‘Ready to Start’).
Get configurable reports sent your inbox every day or week highlighting any issues such as overdue purchase orders, quotes that need to be chased or jobs that are behind schedule.
You can choose which clients or staff to automate actions for. Link to together as many or as few actions as you need.
You can change your plan after you have registered.
Create your account and one of our team will be in touch to offer a demo.
© 2019 - Quikflw Limited. All rights reserved. "Quikflw" is a registered trademark of Quikflw Limited.