Try using BusinessFlow software to produce quotations and Keep Track of your Work
Load:
BusinessFlow software automatically creates professional quotes. What's more BusinessFlow
links your quotations and jobsheets to your invoice and tracks the job through it's
various stages. It can then create your quote at the click of a
button.
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Give it a Free 7-Day Test Drive. Find out how good it is for yourself
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Running a small business you need an effective system to help manage all the jobs
on the go. BusinessFlow's focus is on helping to improve the flow of job in your
business - right through to the quote and tracking payments:
- Each jobs can have multiple quotes and make multiple payments against each
job.
- Creating job sheets, enquiry sheets, quotes or other documentation
- Full control* over the design, layout, size of the quote and documentation
- Create as many types of job sheet, quote, job sheet & invoice
styles as required
- Change and keep track of the status of each job, unlimited number of job status’s
can be defined
- Easy to use reports about the status of jobs, in progress or waiting
- Link files, images, photos to each job (e.g. before and after photo’s can
be linked to the job for later reference)
- Add unlimited notes and comments about each job for later reference or for sharing
with other users
- Keeping track of employee time on a job
- Making appointments
- Tracking where lead referrals come from
Enter Information Once and easily reuse for Enquiries, Quotations, Job Sheets, Estimates
and Statements
BusinessFlow links all your jobsheets, enquiry sheets, quotations,
images, files into one easily managed software package The benefits of entering
the data just once and then sharing that information across all your documentation
will save time. A survey earlier in 2008 of our existing customers said on average
they were saving 4 hours a weeks using BusinessFlow software.
Customer Comment: "We looked at several packages
but only Infotek Software offered a package that links our job sheets to our estimates
and quotes and is fully customised to suit our business."
Customer Comment: "since using BusinessFlow
I can automatically print a job sheet and issue to my fitters, once signed and returned
the invoicing is a simple few clicks, I’m able to stay on top all the jobs”
Sharing Quote Information:
SHARE QUOTATIONS AND ALL JOB INFORMATION ACROSS MULTIPLE COMPUTERS
You don't need any complicated servers to create job sheets and quotes and track
jobs through to completion. As long as you have a simple local area network, then
multiple computers can use BusinessFlow at the same time to share information.
BusinessFlow staff are available to confgure your computers via remote desktop -
all included in the small monthly subscription.
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Create your own quotation templates
BusinessFlow software exports the information to “bookmarks” contained
in Microsoft Word templates. This means you have complete control over the design,
layout, fonts, and size of printout.
Bookmarks are hidden locations with the word template. The bookmarks each have a
name and can be added and removed according to the information the user wishes to
see exported from BusinessFlow to the quote. A complete list of
bookmarks and their names are available from our website.
Create Multiple quote templates
You can create new quote templates so you have a choice of document for each business
circumstance. For example:
How to Design and Create Your Own Free quote Templates
Just below there are free quote templates for you to download and
use as you wish. However, if you are familiar with Microsoft Word or feeling a little
more adventurous then we have included a quick overview of creating your own free
quotes templates
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Please click on the video to see how to create your own free quotes........
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Coming Soon
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Give it a Free 7-Day Test Drive. Find out how good it is for yourself
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Free Quote Templates
We have designed these quotation templates using Microsoft Word which are yours
absolutely free. Simply click on the "free templates" button, fill in
your details and we will immediately send the templates.
Free Quote Template #1
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Free Quote Template #2
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Sign up for your 7-day free trial right now and see BusinessFlow firsthand for yourself. It’s not a test system. You get to use everything in the
package, live on your business. You’ll have full access to our free online
training and we’ll provide you with as much free support as you require.
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