ProQuote SA

Epitech Global

About this app

**ProQuote SA — Business Operations for South African SMEs**

ProQuote SA is a complete business management suite built specifically for South African small and medium enterprises. Whether you run a trade business, a service company, or a product-based operation, ProQuote SA gives you the tools to quote, invoice, track expenses, manage clients, and stay on top of your finances — all from your phone.

**Quotes & Invoices**
Create professional, branded quotes and invoices in seconds. Add line items, apply discounts, set VAT, and send polished PDF documents directly to your clients. Convert accepted quotes to invoices with a single tap. Track payment status, record partial payments, and monitor outstanding balances at a glance. Unique document numbers are generated automatically per company, across all devices.

**Client & Deal Management**
Maintain a full client directory with contact details, interaction history, and linked deals. The built-in CRM pipeline lets you track opportunities from first contact through to closed deal, so nothing falls through the cracks.

**Expense Tracking**
Log business expenses on the go, categorise them, and attach receipt photos. Get a clear view of where your money is going, broken down by category and date range. Expenses feed directly into your dashboard financials.

**Projects & Tasks**
Manage projects with task lists, due dates, and status tracking. Assign work, monitor progress, and keep client deliverables organised without needing a separate project management tool.

**Dashboard & Reporting**
Your dashboard gives you a real-time financial overview: revenue, expenses, outstanding invoices, and net position — all in one place. Privacy controls let you blur sensitive figures when sharing your screen. Export data as CSV for your accountant or import into your own spreadsheets.

**Support Tickets**
Built-in ticketing lets you log and track client support requests or internal issues, keeping your after-sales and team communication in one place.

**Document Management**
Upload and store compliance documents, contracts, and certificates against your company profile. Keep your important files organised and accessible wherever you are.

**Companion App for Field Staff**
ProQuote SA includes a companion worker app for field technicians and inspection staff. Workers can log inspections, capture readings, submit expenses, and view their assigned tasks from the field — all syncing back to the main app in real time.

**Multi-Device & Cloud Sync**
All your data is stored securely in the cloud via Supabase with row-level security, meaning your records are private to your company and accessible from any device you sign in to. Changes sync instantly across all your devices.

**POPIA-Aligned**
ProQuote SA is built with South African data privacy expectations in mind, supporting responsible data handling in line with the Protection of Personal Information Act (POPIA). Your data belongs to your business — you can export or delete it at any time.

**Customisation**
Choose from six carefully designed colour themes to match your brand. Set your company logo, VAT number, banking details, and default document templates. Your quotes and invoices always look like they came from a professional operation.

**Offline Resilience**
Local settings and caching keep the app responsive even on slow or intermittent connections, with cloud sync resuming automatically when connectivity is restored.

**Who Is It For?**
ProQuote SA is designed for South African sole traders, contractors, trade businesses (plumbers, electricians, builders), service providers, consultants, and any SME that needs to quote, invoice, and manage client work without the complexity or cost of enterprise software.

**Just the tools your business needs.**

Built by Epitech Global (Pty) Ltd — a South African software company.
Support: [e-mail] | www.epitech.co.za