JobPro Central has the ability to create a quotations, estimates and proposals from the customer, contact or enquiry modules. You can even produce a quotation from within an existing job. Quotes can be emailed or printed directly from the system. There are customisations to this module available on request, such as automatically following up a quotation with an SMS message to your prospect or customer.
Products can have multiple suppliers and multiple locations.
Track stock quantities by identity (an identity can be set as a company, branch, department , office or Store within JobPro Central) and/or location.
Line items can be entered from the product library or simply freely typed in to the quote line.
Assign products to customizable categories and sub categories.
Quote records can be duplicated(version tracking), amended or turned into a job, sales order, sales invoice or purchase order.
Users can create quotation requests to suppliers directly from quotation line items.
Jobs can be created from a quotation and if relevant the assembly or ‘bill of materials’ details for products to be assembled can be auto generated on the job where assembly sheets can be printed.
Complete budgets can be generated when converting a quotation into a job to allow for complete control of costs when managing the job/project. Budgets are generated under custom categories that the user can define.
Users can also link related documents to quotations.
Track commission for every quote approved based on the sale or profit amount or just on an entered value.
Pricing specific to each customer is applied during quote generation.
Quotations / estimates can be printed or emailed (as a PDF) in any currency and in multiple languages.
There are various reporting and customisation options available.