Quikflw enables you to quickly produce SSAIB compliant quotations and convert them into Jobs/Sales Orders/Projects, Purchase Orders and Invoices, and manage other elements of your processes.
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Add photos directly from their smartphones of the location of the installations, and for CCTV, the expected views (needed for SSAIB compliance).
Use different terms and conditions for each quote or job type.
Swap between different quote appearances for different types, such as Access Control or servicing and customers.
Add layout drawings to the quote and job as the single source.
Create your own PDF quote templates.
Add product specifications to your quotes or let Quikflw do that for you from product specifications stored in the system.
Hide items on the quote, such as cabling or fixings that the customer doesn’t need to see, but you need to remember.
Allow remote staff to start (and complete) quotes on their smartphones.
Make it simple for office staff to see a remotely updated survey /quote immediately in the office.
Add products and services from your price list or add one-off items to your quotes and jobs.
Bundle items together to add to the quote or job with one click.
Refresh prices on old quotes at the click of a button.
Create your own product and services price list and upload your suppliers’ lists.
Use different price lists per customer.
Split between recurring maintenance and one-off prices.
Optionally split your prices into equipment and labour.
Manage your clients’ multiple sites.
Email your quotes, job confirmations and invoices to your client with the click of a button and see when they have opened them.
Convert quotes to jobs with one click.
Create purchase orders (PO’s) with one click, copying all relevant details over from the quote or job.
Monitor PO’s on one screen to ensure they are delivered when you need them.
Create delivery notes and invoices from jobs and quotes and send to your clients with a couple of clicks.
Export invoices to your accounts system with a click of a button.
Connect to your other systems to share quotes, invoices and products lists.
Quikflw has improved the way that other security installation and maintenance companies companies work – contact us for a demo to see what it can do for you.
Not happy with look or design any of the templates on the system? Simply create your own using Microsoft Word and uploaded it to Quikflw.
Start by downloading one of our existing templatesand edit, add and modify to your hearts content as long as you follow our template guidelines.
Add photos, adjust layouts and change fonts.
If you have an existing design for your quotations, invoices, etc. and would like to carry that over into Quikflw, contact us and our team will recreate it in Quikflw to get you up and running as quickly as possible.
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.
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