Use your prices and calculations
Staff enter the details needed to price the work, such as measurements, quantities, materials and labour. The software applies your agreed calculations and options to prepare a quote. Codebytes can build around the pricing rules your business already uses.
Revise a quote without starting again
If a customer changes a measurement, material or service, staff can update the quote and see the revised price. Saved versions help your team check what changed and which version the customer accepted. The quote can also include the notes, drawings and documents needed to explain the work.
Use accepted quotes to prepare the work
An accepted quote can become an order or job with the same customer details, quantities and requirements. Those details can be used for scheduling, ordering materials and preparing invoices, reducing the information staff have to enter again.
Let sales partners prepare their own quotes
If another business sells your products or services, it may need to quote using your prices plus its own margin. A partner account can provide the relevant products and prices, then send an accepted order to your team. Our sales partner pricing guide explains this using the Arris Stone example.