Manage your Business Anywhere at any time. KlickQuote provides your business with an easy to use platform to help manage your business.

KlickQuote is a dedicated quoting platform that has been designed with the average tradesmen and trade business in mind. The KlickQuote App is built to seamlessly integrate into your existing business process and allow you to manage your trades business better

The designers at KlickQuote worked closely with a variety of tradies to understand the exact needs of such a business. Realizing how a majority of trades need to be able to go on-site to a customer's location, inspect and discuss a job then be able to create a quote and send it to the customer with ease.

In addition to this, they will need to manage jobs, bookings and even payments of invoices. Traditionally this meant having a separate system for each aspect of the business. KlickQuote attempts to resolve all that by providing one system using which your admin staff can set-up appointments, your tradies can go on site and create instant quotes for you customers, your customers can accept these quotes and set preferred dates, admin staff can then book jobs in and the billings team can send out invoices and record payments.

All your data is stored on the cloud and works seamlessly to provide you with real-time updates regardless of your location. Since the platform itself is web based, even the device you use doesn't matter, as long as you have an internet connection you can use our system without a hassle.

Create Instant Quotes
create a quote from anywhere at any time using a simple user-friendly platform

Customers Can Accept Quotes
your customers can simply choose to accept a quote and specify preferred job dates directly via a link in the quote email sent to them

Email Quotes Straightaway
Now your tradesmen can create and email quotes to customers instantaneously on-site. No more having to wait till you get back to the office to prepare and send quotes
The calendar can be viewed on PC, iPad or iPhone, any changes are automatically updated

Enquiry Management
KlickQuote integrates with your website to seamlessly import and manage all enquiries that are made via the contact forms on your website. Using this system you can simply respond to email enquiries with a click of a button

Book Jobs
Once a quote is accepted your staff can book a job in with ease using the book job button, this will pre-fill dates with customers preferences as well as customer details

Colour Coded Calendar
distinguish your jobs from appointments/inspections and view each one marked with a separate colour code on the calendar

Job Reminders
set-up email and SMS reminders to automatically inform tradies before their scheduled jobs

Open Job Locations On GPS
Your tradies can even use the map button to open job addresses directly on their device GPS straight from their job schedule

Manage Invoices
Generate and send an invoice for a quote with a click of a button

Receive Payments
Using the same system you can keep track of payments and set up reminders for overdue invoices

Process Payments
The option to process credit card payments* is also now available within the KlickQuote system, simplifying your business process even further

Payment Reminders
Send payment reminders to customers via the easy to use invoice management interface

WHo is KlickQuote is perfect for?
Our platform is ideal for tradespeople with between 1-100 team members. Our customers come from many different trades, including;

● Electricians
● Plumbers
● Builders
● HVAC technicians
● Appliance repair technicians
● Painters
● Landscape design and garden/lawn maintenance
● Property maintenance firms

Webco

Outras informações