Save Time By Turning Quotes into Orders Instantly with Trak

Stop wasting your valuable time manually creating orders for your plumbing and job supplies. With just a click, you can turn any quote into a ready-to-go order and with pre-made templates, you can create new orders in seconds instead of hours. 

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Convert Quotes to Orders in Seconds

At Trak, we understand that the quicker you can get your quote approved and then order the materials needed for that job, the more likely you are to win it and be able to move on to the next job. That’s why, with Trak, you can easily create a quote with your live pricing and products, and once a customer gives the green light, you can instantly convert a quote into a live order with a single click. All the details are automatically carried over - no need to retype or copy anything.

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Here’s how it works:

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Open your approved quote.

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Click on the “...” button next to the Invoice button.

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Select “Create Material Order”.

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And that’s it! You can fill out any extra details you may need and then immediately send that off to your nearest store to get your job supplies as quickly as possible. No more switching tabs or starting from scratch. You get from quote to order in seconds.

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Speed Up Workflows with Order Templates

Do you create the same types of orders regularly? Instead of repeating yourself, use Trak’s pre-made order templates to build and send orders in just a few clicks.

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Whether it’s weekly supply runs, common customer requests, or recurring jobs, templates let you:

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• Reuse standard order formats
• Preload items, quantities, and notes
• Skip repetitive data entry

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Just go to Templates - Order Templates to set up your template, then Create a New Order and select your template from the Template box, make any minor tweaks you need, and you’re done. It’s a huge time-saver for teams that deal with high volumes or repeat business.

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Real Results, Real Time Saved

Speeding up the process of ordering and making sure you have as much time on the tools is essential to improving your business. With our quote-to-order feature, you can cut down on admin time, and let your team focus on what really matters - delivering great service and moving faster than the competition.

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If you would like to find out more about this process or how you can start using Trak to its fullest to save you time and money, please reach out to us at contact@trak.co. 

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