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Online Quoting System - Professional Estimating & Quoting Software for Field Service Businesses
A Full-Featured Online Estimating and Quoting System Designed to Manage and Streamline Your Entire Business from Start to End.
With full profit statistics available, our Estimating and Quoting System allows you to find out, for example, how many quotes a salesperson has done within a month and how many of them were turned into jobs. We also have a range of other reports available on our system.
Our Estimating and Quoting System is perfect for small to large businesses and trades services. Our software helps you to find potential customers, quotes and jobs converted from quotes. You can keep track of every sales appointment and follow which ones went through and which ones fell. Eworks Manager stores everything centrally in the cloud - no matter the quote status!
Creating Estimates & Quotes has never been simpler!
With quick and easy estimate and quote generation, you can respond to inquiries fast and gain more leads. Generate quotes online using our cloud-based software or on our Mobile App from any device, anywhere and anytime. Quotes are saved for future use or duplication and can easily be printed or emailed directly to the client from the system.
Customised Quote Templates
Customise your company's quotes to match your brand. Choose from a range of our existing templates or design your own.
Convert Estimates & Quotes to Jobs and Invoice Immediately
Once you create a new quote, it can be converted to a new job without losing any data. When the new job is completed, it can then be converted to an invoice and sent directly to the client from within the system. All of your business's process history is saved in our cloud-based system, allowing you to monitor every aspect of your business at any time.
Business Reporting Software
View the status of all of your estimates and quotes for future sales and conversion tracking. With our extensive management reports, you can see exactly who your most productive workers are and who brings in the most profit. Our Business Integration Software allows your Eworks Manager System to integrate with leading accounting software such as Xero, Sage, and Quickbooks to get no information duplicated or lost. Our export features allow you to export the required information needed for your accountant or bookkeeper.
The Complete Business System
Some additional features that would benefit your business
Job Management Software Quoting Feature FAQs
Eworks Manager's online quoting system is the ideal sales software for creating and managing estimates and quotations. The system is flexible and user-friendly, it allows your team to create estimates and quotes, easily convert leads to quotes and manage sales seamlessly within one system.
Our system comes with a full CRM section. This software ensures all calls, emails, tasks, notes and complaints are tracked right from the quote to invoice. It's also a helpful feature if you ever need to refer back to when an action was carried out against a quote.
If your business is searching for a way to ensure that your company always provides accurate and professional estimates and quotes, the answer is yes. Using Eworks Manager can help sales run a lot smoother and particularly speeds up the invoicing process at the end of each job.
Eworks Manager’s cloud-based system offers more flexibility, which is a good fit for any company working at multiple locations or with employees who work in the field every day. Our Mobile Job Scheduling App allows field service workers to quote on-site from their mobile devices, which speeds up the job process.