You can now insert a new item (product/service) in the position you want in a Quote, Job/Order, Delivery Note or Invoice. Click on an item’s menu above or below where you want to insert the new item and select ‘Insert Before’ or ‘Insert After’. The item selection panel will appear and any items you add will be inserted above or below the item you have selected.
The dashboard enables you to report across some, or all of the modules you use on one screen. This intro video shows you how to get started.
Do you want to send quote reminder emails automatically for some clients but not others? Or send a different sequence of emails?
You can now do this with the latest additions to the scheduled messages’ functionality – it allows filtering by client tag and business type.
You can filter your scheduled messages in this way for jobs, invoices and delivery notes. PO’s can be filtered by the business type only.
If your client no longer wants an item and you want to make it clear that you have removed or swapped it for something else you can now show it as struck-through on your quote, job, or for suppliers on your PO.
On the quote, job, invoice, PO or delivery note, select the item’s menu and select ‘Cancel Item’.
On the edit screen it will also be struck through:
You can remove the strike-through by selecting ‘Uncancel Item’ in the men again.
Manage your support, maintenance, licence, back-ups, warranty and lease contracts in Quikflw. Allow the client to eSign the contract, automatically generate invoices every month and set up a sequence of emails to notify your clients of renewal. Also, sequence emails to your staff to manage upcoming and expired contracts – all automatically.
We’ve started adding more videos to help you get more from the system. All these videos will be put in our support section as well but will be easier to browse on our YouTube channel.
- Click on this link: Quikflw YouTube Channel
- Click ‘Subscribe’ on the YouTube channel
If you need answers to questions like:
- What was the value of quotes accepted in August?
- How many quotes were sent by a salesperson each month of the year?
- What was the value of work completed in August?
The answers to this and other questions are now available in Quikflw’s reporting screens.
Click on ‘Reports’ at the top of the screen, and find out more on how to use it here:
If you want to make sure that certain items are always added to a Job, Invoice, Quotes or Purchase Order you can make this happen with templates (not to be confused with PDF templates). The Quotes module has had this functionality for a while but it’s just been added to the other modules.
It means you ensure that certain items are always on the document, that certain PDF templates are used and that eForms for that type of work are always added.
There are two options:
- Create a new Job, PO, Invoice from a template
- Create from an existing Quote or Job. This results in items on the template being appended to the data from the original Quote or Job and any eForms being added as well.
Find the templates at the top of each main list/pipeline screen by clicking on the blue ‘Templates’ button.
If you want the pipeline view to show more information about the quote (so you don’t have to open it) you can now do this. For example, if you want to show the value of the quote and the site/delivery address:
To do this, either click on the link on the left of the Quote Pipeline screen:
Or click on the Cog and select Quotation Settings then ‘Show/Hide Pipeline Fields’.
You can now select the fields or columns you want to see.
There are three states a column or field can be in:
- Show – It is visible
- Hide – Hidden but can be seen when the ‘Show More Details…’ link is clicked on the edit screen
- Remove – It is not visible and cannot be shown by any method
Go back to the quote screen and the changed fields/columns will be visible.
If you need to make sure the correct information is collected or sent out before you quote or start a job, or that documents are approved by the customer, the new eForms on Quote and Job templates will make this easier.
For example, if you need to have a site survey done before you quote you can make sure an eForm for this is always added to the quote. If you need your clients to approve artwork at different stages of the job you can make sure the approval request eForms are added at the start of the process – so are not forgotten. This also makes it easier for you to track the process of jobs through the business and see what has not been completed.
Find out more here:
This functionality is part of the ‘Automated Office’.