Home / Features / Quotes and approvals

Approvals that are written down

The quote lives on the job it belongs to. Approval is a token link, not a phone call nobody can prove later.

Quote and invoice share one line setToken approval, no customer loginReplay and forgery refusedAdditional work quoted separatelyDeclined work kept for follow up

A quote is the job

Parts and labour on the quote are the same lines that become the invoice, so nothing is re-keyed and nothing drifts.
Send the quote as a link; the customer approves it on their phone and the job moves to approved.
A replayed or forged approval token is refused, and the attempt is visible in the record.

The awkward conversations

Additional work found during the job is quoted separately and approved separately, with a record of who approved what and when.
Declined work stays on the job as declined, which turns into the follow up list rather than being deleted.
Nothing leaves the workshop without an approved amount behind it.

What it replaces

Verbal approvals, a highlighted PDF and an argument about whether the customer agreed to the extra two hours.

Invoicing and payments

GST exact invoices, email receipts, part payments and credit notes, all on the job they came from.

See how it works

Stock and purchasing

A stock ledger, purchase orders against a job, partial receiving and supplier bills with credit notes.

See how it works

See it with your own jobs in it

A demo takes half an hour and uses a real workflow: a booking, a job, an inspection and an invoice.