Save time with SAM Job costing software, similar to a sales order you can simply create quotations for potential or existing customers. If they want to proceed with the order, quickly convert the quotation into a job, or sales order.
The pricing tab allows for the quick creation of an invoice when the job is completed, (long term jobs can also be invoiced on an ongoing basis), the pricing tab keeps a record of all parts that are used on a job including the engineering times.
You can capture the hours and costs for a job, you can estimate the costs for a job and also compare costs against set budgets stored as part of the job details.
Features
✅ Quote Tracking – SAM will track outstanding quotes notify you when a quote is overdue
✅ Line Items – Add line items to the quotes and update subtotal, taxes, adjustments, and grand total amounts
✅ Segment Pricing – Select different prices for the same product depending on the customer segment
✅ Email Quote – Automatically send printer-friendly quotations
✅ Convert Quote – Quickly convert to create invoice with a single click
✅ Customisable Details – Update billing & shipping addresses, and terms & conditions
✅ Accounts Integration – Integrates with Sage 50 Accounts
Benefits
✅ Increased Profits – profit is a fundamental part of the health of your business, that’s why it makes sense to use job costing software which helps you to optimise your projects and profitability.
✅ Servicing Schedules – having a good service management system helps you identify exactly where the issues are, enabling you to take action on behalf of your clients before things get out of hand.
✅ Time-Saving – the system ensures that you and your staff don’t waste time searching for information, putting together reports, estimating work or doing invoices.
✅ Cost Overruns – the system will ensure that that you reduce cost overruns, this will be one of the first noticeable benefits after implementation.
✅ Focus on profitable clients – The system will ensure that you focus on profitable clients, you should very quickly identify non-profitable clients. Facts at your fingertips enable smart and informed decisions.
