Quoting, Job Costing and Estimating Software
Take the hassle out of your business paperwork – easily create quotes and invoices as well as tracking sales and sales probability in Jim2® Business Engine.
Creating sales quotes and invoices are a necessary but time-consuming part of any business. Jim2® Business Job Costing software makes job costing a breeze, then uses that information to monitor conversions from probable sales to actual sales, followed by streamlined invoicing. Simple, brilliant!
Track the entire sales process from first contact to final sale with the easy to use Jim2® Quote form. The
information and conversations recorded on the Quote form are used to:
- Monitor sales progress
- Create a formal document for the customer to review and
- Create reports and statistics for your own company use on
probability for sales
- Analyse quote reject rates, and typically
to produce an ‘accepted’ quote on stock and pricing that can be turned
into a Job and Invoiced.
The Jim2® Quote Form itself is divided
into 3 areas:
Quote Header is used to record
Customer details, ‘required date’ and
‘valid until’ date, the name of the staff member adding the Quote, the
customer’s Account Manager, a percentage indicator for the probability
of acceptance on that quote, STATUS of the Quote overall.
Comment Grid is for the use of
your staff to record text commentary
needed to convey (internal use) messages on any aspect of the Quote.
Note: These individual comments can be emailed about the work group or
reproduced in full for accurate Quality records. All emails relating to the quote are also shown in the Comment Grid, making it easy to locate everything.
- The Stock Grid
is for the allocation of Stock including Inventory, labour charges,
tests and checks.
available for your staff to nominate negotiated vendor rates and
preferred vendor for the product being quoted. This information will
transpose directly to the Job created (on Quote acceptance) and
consequent Auto-Create Purchase Order.
A Text Tab is
available for your staff to add personalised text to the Quote. Default
text (such as your company Trading Terms and Conditions) can be
preset to insert automatically into every Quote.
The Quote form
contains specific fields where information can be defaulted
(using pre-set options and setups) or specifically entered by users.
As any Quote is entered onto the quoting software, it is tracked in real time.
Each ‘edit’ is tracked with an automatic time/date/initial stamp.
Using Jim2® Quoting Software is a breeze. Below you will see a 'Quote' screenshot from Jim2® of the sales process. Each step is recorded as the salesperson goes through the various stages.
Estimating Software for Quote Management
is supplied with an assortment of Quote (report) layouts, suited to
standard A4 paper. Using Report Designer, you can create your own
layout if preferred.
- Quotes can be printed, faxed or emailed
directly from your desktop. Emailed documents are automatically
converted to a PDF attachment on a standard email, where you have the
choice to add a general email body text.
- Lists of Quotes ‘in
progress’ (not yet accepted or rejected) can be monitored and followed
up by Sales staff using Status change and Status Due sorting.
sorted by Probability % and using ‘show total’ will produce an
excellent Sales team meeting report, indicating upcoming Sales in a
- Rejected Quotes add to overall performance
statistics – how or why Quotes are rejected provides valuable
information to Management and Sales teams.
Of course, getting the quote out is just the start… Jim2® Job Management Software helps you ensure your jobs come in on time and on quote. Jim2® incorporates workflow, job-costing, accounting and business analysis, making the tracking, management and costing of every job as comprehensive and effortless as possible. Read more about Jim2® Job Tracking.
More info: Is your core business provision of job-based services? Jim2® Service Software has unique features that enable Service Industry businesses to manage their workflow, efficiently track labour and stock, and analyse all aspects of their service business. Read more about Service Management Software.