Quote to Cash
One job from the quote the customer accepts to the payment in the bank: the work order, the charges, the invoice and the payment, all in Baselign.
What It Does
When a customer accepts a quote, one click makes it the work order, and the quoted lines arrive on the job as its charges. The team adds the labour, parts and any variations as the work is done. When the job is signed off, the charges are frozen and the invoice is drafted from them, ready to check.
Issue the invoice and it takes the next number in the sequence and is emailed to the customer as a link, with your bank details and how to pay. When the money arrives, record the payment and the invoice is paid.
- An accepted quote becomes the work order
- Quoted lines become the job's charges
- The invoice is drafted at sign-off
- Works with nothing connected
What It Solves
Quotes in one tool, jobs in another and invoices in a third mean retyping, missed charges and invoices that go out late. Keeping the whole journey on the job means what was quoted and what was done is what gets invoiced, the day the work is signed off.
Works Hand in Hand With
Quotes
Build a quote from your price book in a minute, with optional lines, a deposit and your terms, and send the customer a link to it.
Job Charges
Labour, parts and variations recorded on the job as the work is done, frozen at sign-off and ready to invoice.
Invoicing
The invoice is drafted when a job is signed off. Check it, issue it and send the customer a link, or invoice a month of jobs in one go.
Getting Paid
See what you are owed and how late it is, record the payments you collect, and let reminders do the chasing.
Try Quote to Cash With Your Own Team.
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