Stop Wasting Time: Quote and Invoice On-Site to Win Jobs & Get Paid Faster

For tradies, time is money. Spending hours after work, or even having to take a day off the tools, to prepare quotes and invoices can cut into personal time, billable hours on the job or even lead to losing jobs, ultimately risking your business’ cash flow. In an industry where quick responses and professional communication can make or break whether you win a job, being able to quote and invoice on-site is essential.

Avoiding Delays and Winning Jobs

One of the most significant advantages of on-site quoting is the ability to avoid delays. Often, jobs get pushed back simply because the quoting process takes too long. Whether it’s waiting to get back to the office or finding time after a long day, delays can mean losing out to competitors who are quicker to respond.

Creating and sending a quote on-site means you don’t have to worry about squeezing in extra hours after work. It also ensures the quote doesn’t get pushed back a few days, which can be the difference between winning the job or losing it to someone else.

Face-to-Face Clarity

Another major advantage is the opportunity to talk directly to the customer while drafting the quote. Being on-site allows you to discuss specifics, clarify expectations, and make sure the customer understands every detail. This transparent approach builds trust and reduces the chances of miscommunication down the track.

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How a Digital Job Management Solution Can Help

Technology has revolutionized the way tradies can approach quoting. With digital job management solutions, you can create quotes on the spot, pulling up product pricing, labour costs, and previous job data within seconds.

Access to Essential Data

Having access to all your product lists and prices in one place means you won’t have to guess or make notes to check later. This efficiency not only saves time but also ensures your quotes are accurate and professional.

Automating Follow-Ups

Digital quoting solutions also make follow-ups a breeze. You can set up automated quote reminders so that once a quote is sent, you never have to worry about manually checking whether the client has responded. Automating this step means fewer missed opportunities and a higher chance of securing jobs.

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That’s Where Trak Comes In

Trak is a comprehensive job management app with the ability to create professional, accurate quotes in an instant, among many other features. With Trak, you can drop in a previous template, add products and pricing to the quote, have it approved by your client and turned into an invoice, all from your phone while on-site. 

You can also set up bespoke automations to follow up on unapproved quotes and reach out for payment on invoices, ensuring you don’t miss out on a dollar without any work on your behalf.

If you’d like to find out more about Trak, its on-site quoting and invoicing capabilities or anything else it can do to help save your business time and money, reach out to us at contact@trak.co or visit www.trak.co/demo to book a free demo today.