Improved Control of your Chaser Emails

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.

Scheduled Email

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.


Strike-out lines on your Quotes, PO’s & Jobs – letting your client know what you’ve removed

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 Contracts in Quikflw: Support, Maintenance, Licences & Warranty – and Automatically Send Reminder Emails to Clients

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.

Powerful Reporting


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:


Templates for Purchase Orders, Jobs & Invoices (so you always include items and eForms).


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. 


Add or Remove Fields/Columns from the Tiles on the Quote Pipeline

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.

Get Your Processes Right Every Time with eForm Sequences

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’.


Multiple Search Terms for Companies, Suppliers, and Items – List & Pipeline Screens

Search across more than one column with multiple search terms. Search for more than one term in the same field.

Search Companies

For example, if you want to search for customers based the town of Bath that came through the website (a custom field) you can enter the search term


Use semi-colons to separate out the search terms.


Search Suppliers

For example, if you want to search for a plumber based in Hull from your supplier you can enter the search term


Use semi-colons to separate out the search terms.


Search Products

For example, to search for part of an item code (e.g. 145) and ‘Green’  in the description enter

145; Green

Use semi-colons to separate out the search terms.


Search Multiple Times in the Same Column

For example, if you have a product code CHAIR_FG_145 you can now search for this by putting in:

CHAIR; 145

This will find any product code with both CHAIR and 145. This multiple search in the same column applies Customers and suppliers as well.

Export a Purchase Order to QuickBooks

You now have the option to export a Purchase Order (PO) directly from Quikflw to the QuickBooks. This means you can use QuickBooks to input your suppliers’ invoices, rather than putting them into QuickBooks and transferring across.

How to Export

  • Open the PO
  • Make sure the status is not Draft or Cancelled
  • Click on ‘Export to QuickBooks’

This functionality is also available for clients using Xero.