Quoting &
Estimates

Easily track Inventory Products, Parts, Services & Labour

Making a margin on a job is incredibly important, that's why Klipboard's cloud quoting software lets you specify the costs of each line item added - whether it an inventory part, labour, etc, along with the ability to mark up the sell price when creating new quotes. Margins are automatically calculated and displayed accordingly, ensuring you know exactly what profitability you are making on that job. In addition, when you add an Inventory item from stock as a line item on a Quote, once the Quote is converted to the job, the allocated stock count for that item is updated accordingly.

Convert Quote line items to Supplier Purchase Orders

Quotes can also be easily converted to Purchase Orders. We work out what line items on a Quote are associated with the supplier you typically purchase those items from and copy those into a new Purchase Order - saving you admin time and ensuring you can get to ordering the required items for that winning Quote and job efficiently.

Professional & eye catching Quote templates.

Winning new clients can be highly competitive and that's why it's important to have professionally branded quotes. Klipboard enables you to set up all your templates for product and service descriptions, unit costs and line item details, eliminating double entry and speed up the process of creating quotes.

In addition You have complete control of what is displayed, including design, your company logos, branding and messaging - including what fields you want displayed on the output such as deposits, line items, quantities, line item tax, total, payment options, etc. With just a few clicks, your new, professional looking quotes can be sent directly to your customers quickly and efficiently.