Quote Software for Business
Quotes Software
Create custom quotes whilst on the move and automatically connect jobs, customers and invoices. Get from customer enquiry to receiving payments faster than ever before.
Create a Quote on the Fly
Responding to a customer enquiry quickly can make a huge impact on the likelihood of securing their business. By using Worker’s iOS or Android mobile app, you and your team get custom quotes sent out in seconds, wherever you are.
Total Quote control
Workever’s desktop version is a powerful home for all of your connected workflows, meaning that going from quotation, to starting work, to invoicing and to receiving payment is a seamless process. You also have all of your customer data at hand, making communications and updates easy.
Everything you need in one place
Active Quotes
Your customers can see all of their quotes whenever they want and approve them if you give them permission.
Syncing sales management and contact management tasks can be very complex, but it doesn’t have to be. Customers can request quotes themselves, meaning that going from quote to job to payment can be as quick as possible.
Connect Jobs & Invoices
Jobs with your customer will be automatically updated in their portal. Help customers know what invoices are outstanding and what they’ve paid. Get paid and manage sales automatically: the best bit about CRM software.
Customer testimonials
Helping businesses just like yours
Great software for our nationwide team
With steady growth and incline in customers, we approached Workever. We rapidly went from dis-organised excel files to one centralised, organised system that our entire enterprise now operates on.
Miles Ward
Spalls Nationwide Cleaning & Facilities
It’s really easy to use!
We now have everyone working digitally, we can plan in advance, and the technicians can easily see what’s going on all the time, so changes to schedules are no longer a problem. The technicians no longer have to keep coming into office.
Mike Philbin
Manager at Nu-Life Floor Care Ltd
50% reduction in paperwork!
The Workever and Xero integration has helped us eliminate the need to double enter data. I love the fact I can invoice in Workever and all of my data automatically appears in Xero. It’s brilliant!
Michelle Avis
Office Manager at Drains Ahead
Easy to use job and field management software
Try it free for 30 days.
Try it free for 30 days.
No commitment, no auto subscriptions, no credit card required
What Is Quoting Software?
Workever: A Quoting Management-Solution That Helps
It doesn’t matter where you are or what device you’re using. Whether it’s your desktop in the office or out with clients on-site who want some quotes but only have your mobile phone handy – don’t worry about anything! We’ve got your back covered at Workever. You can edit one of our pre-existing templates that fit every occasion imaginable (and then some!) to generate single or multiple quotations, all within an easy clickable, user-friendly interface.
For service providers, once the client accepts the quote, you can immediately start the work. By clicking start work, the client gets an automatic notification on the job progress. Workever easily integrates the quoting process with job management, which makes project management much more efficient.
The system is intuitive, so once you start the work, you can easily convert it to a job. By just clicking ‘Convert to Job’, you can proceed to the job stage. You will be able to see all the relevant job information on your client, the duration of the job as agreed upon in the quotation, the job description, and other details such as the location of the job. You don’t have to feed this information manually as the software fetches all the data from the approved quotation.
Once you have delivered the products and they are accepted, or your services have been approved, you can now send your invoice. After this, the software makes the provision for you to receive payments. The availability of all the information allows the finance team from the client’s end to quickly approve the invoices because the system counter checks all the details. You can avoid mishaps like lost invoices or double payouts. Workever allows for integration with payment platforms; therefore, your client can pay immediately after the invoice is approved.
In many instances, a proposal is the first interaction that your business has with a potential client. You want to appear professional in every way. In certain industries, it’s nearly impossible to vary your pricing too much from your competitor because of slim profit margins or pre-determined industry figures. Therefore, your presentation becomes a key differentiator. It can be the determining factor in who gets to take home the contract.
Workever has templates for you to create professional quotes. You don’t have to be an expert at creating proposals to use our software. Our proposal automation will fetch the necessary information from the customer portal as well as your product database to generate proposals with the right price details and product mixes.
Don’t miss out on clients because you can’t create a professional quote; let us help you out. Whether you provide services at hourly rates or charge standard fees, our software can generate the quotations required to bag those clients.
You can create a custom quote status to fit the needs of your business. Even businesses operating in the same industry will have unique needs when it comes to the quotation process. Workever allows you to customise any of our standard templates to fit your organisation’s unique needs. By customising your quote, Workever’s software will enable you to receive real-time progress data, which allows you to track the progress of a proposal, thereby helping you improve your service delivery process.
If your company needs quote visits, Workever provides a scheduling function. A schedule quote visit is created with the click of a button, and the other party gets a notification. With this function, you don’t have to worry about the follow-up process after scheduling.
The last thing you want is to manually manage processes because quoting software does not support some of your other CRM, ERP, accounting, or payment programs. Workever allows for the integration with other programs such as Quickbooks, Xero, Excel. You can also use your credit or debit cards for payments on the platform. Our quoting software also supports email services such as Twilio SendGrid and Outlook and messaging platforms like Twilio SMS messaging.
If you need to send your quotation in a PDF format, Workever supports this function. Additionally, you can export your Workever customer and product data to an Excel sheet. Don’t feel limited when you need to generate information for bookkeeping or reporting because you have the option of exporting the required data to easily usable formats.
Workever is a cloud-based software, so it offers you more flexibility. The available plans, base, premium, and ultimate, can be paid either monthly or annually. Each plan is paid per user, and the main difference is the accessible features. You have the flexibility of choosing the plan that fits your needs and budget.
