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Description
The Quotation Management System is a user-friendly and adaptable platform that enables businesses to efficiently create, submit, and monitor quotes and invoices. As an open-source web application, it can be easily downloaded as a Windows installer executable, simplifying the installation process for users. This system allows for the management of all quotation records within a single intuitive interface while ensuring compliance with necessary tracking standards. Users can automatically generate quotations in PDF format through custom-designed templates, enhancing document presentation. It also offers straightforward web-based document management features, enabling users to modify attached documents while retaining a complete history of changes. Additionally, the system allows users to lock and unlock documents as needed. On-demand reporting capabilities provide essential compliance and audit information, along with detailed insights into the records management environment. With a variety of comprehensive reports and visual charts, users can conduct in-depth revenue analysis, making this system not only practical but also a powerful tool for financial management. Overall, the Quotation Management System stands out as a robust solution for organizations looking to streamline their quoting and invoicing processes.
Description
Created by Shining Brow Software, The Service Manager is a cutting-edge solution that offers businesses, regardless of their size, remarkable oversight of their field service operations and job costing functions. Specifically tailored for companies involved in the installation, support, servicing, and maintenance of assets, The Service Manager enables users to effectively handle customer data, keep track of service histories, organize and assign tasks, manage expenses, oversee service contracts, generate estimates, issue invoices, and perform various additional tasks. Key functionalities encompass preventative maintenance, contract management, service order tracking, quote generation, graphical dispatching, and efficient resource scheduling, among others, ensuring a comprehensive approach to service management. This software not only enhances operational efficiency but also empowers teams to deliver superior customer service.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$795.00/one-time
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
KE MethodosIT
Founded
2004
Country
Cyprus
Website
www.methodosit.com.cy/products/sqm.html
Vendor Details
Company Name
Shining Brow Software
Founded
2003
Country
United States
Website
www.shiningbrowsoftware.com
Product Features
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
Product Features
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
Service Dispatch
Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management
Tradesman Job Management
Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking
