Synchroteam allows you to create quotations.
A quotation may be created for a Customer, for a Site or for a specific Job. In the case of a quotation linked to a Job, the displayed address will be that of the Customer or that of the Customer's Site if you have indicated a Site or it can be the address of the Invoiced Customer, if you have selected one.
You can also convert your quotations into new jobs and generate an invoice based on your quotation.
Creating on a customer or on a site
Click on “Invoicing” > "Quotations"
Click on the “Add” button
Select the customer (1) and the site (2) if necessary and click on "Save"
Answer "Yes" to the pop-up
A pop-up tells you that the quotation has been created and gives you its number. Then click on "OK"
You can now enter the necessary information for your quotation:
- The validity date of the quotation. (1)
- The status of the quotation (2) (“Sent”, “Accepted”, “Denied) or delete quotation
- The parts or services used (3)
- Quantity (4)
- Discount amount (5)
- The Tax rate (6) (See article Set up Tax Rates)
- The discount type (percentage or exact amount) (7)
- The global tax (9)
Click on the validation button (8) each time you add or edit a line.
Convert your quotation into a job
In « Invoicing -> Quotation », click on the quotation's number then click on "Convert into Job " in order to create a new job to which your quotation will be attached.
Create a quotation for a Job
Select a Job then go into the details of this Job and click on the "Quotation" tab.
A pop-up asks you to confirm the addition of a quotation, click "Yes".
You can now enter the necessary information for your quotation:
- The validity date for the quotation (1)
- The status of the quotation (2) (“Sent”, “Accepted”, “Denied) or delete quotation
- The parts or services used (3)
- Quantity (4)
- Discount amount (5)
- The Tax rate (6) (See article Set up Tax Rates)
- The discount type (percentage or exact amount) (7)
- The global tax (9)
- Convert the quote into an invoice or a job (11)
Click on the validation button (8) each time you add or edit a line.
If your technician has used parts during his job, you can import them into the quotation by clicking on "Import from parts & services" (10)
Generate an invoice from your quotation
If your quotation is attached to a job you may just click on the "Generate Invoice" directly from the quotation's details (11) as you can see in the above picture.
You may also go to « Invoicing -> Quotation », click on the quotation's number then click on "Generate Invoice" in order to create a new invoice which will contain all parts and services which had been added to your quotation.
View and Print a quotation
Once your quotation has been created by one of the two previous methods, you can generate it, print it and send it as a PDF to your customer by email.
Select your quotation (using the filter for example)
Click on the quotation's number then on "Print / Email / PDF"
A new window appears showing you a preview of your quotation.
From this window, you can:
- Print the quotation (1)
- Download the quotation in PDF format (2)
- Send it by e-mail (3)
