Key benefits of quote registration & reporting

Key features of quote Management & reporting

Create a quote

Using pre-defined pricing, Oneserve’s quote management software will generate and issue a quote on your organisation's branded template directly to the customer.

Convert the quote

Once the quote has been accepted, you can efficiently convert the quote into a job with a few simple clicks and schedule the work to commence.

Monitor costs

All data for quoted work is stored on Oneserve's quote management software, so you can easily create quote reports to review your close rate and analyse any recurring trends or patterns.

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An overview of quote registration & reporting

Sending a quote can often be deemed inefficient when generated manually or within a stand alone system. In this instance, when the quote is accepted, the information has to be generated a second time to commence the work. This process leaves room for inaccuracy and impacts the speed at which the job can start.

Our quote management system, built within your job management software, will help with your invoicing and finance requirements by ensuring your quotes are accurately produced. Oneserve’s quote management software eradicates any inefficiency by linking the quoting and job management processes together. So whether you want to use Oneserve’s built in quote registration and reporting system, or integrate Oneserve’s job management system with Sage, Xero, Quickbooks, or other software, Oneserve will make quoting and invoicing easier and more reliable.

Who We Serve

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“Oneserve is such a powerful tool for us; it’s used in the back office, by mobile workers, engineers and clients to make sure we are always optimising our service delivery to residents.”

“The support we have received from Oneserve has been like no other I’ve seen in this industry before. Our Oneserve Project Manager has been a mentor and given endless support.”