Whether you send paper or digital estimates to your customers, there is a significant admin burden. First, you wait for a customer to accept the estimate, next, make a record that the estimate has been accepted, get in contact with your customer to take payment of the deposit, and finally make a record of that payment. Commusoft's online estimates portal streamlines this entire process. This allows your customers to accept an estimate and pay the deposit all within a few moments of opening their email, plus the records are automatically made in your Commusoft database, without you ever lifting a finger. This gives you back time in your day to focus on more important things and rest assured that deposits are received.
Breakdown the barriers between you and your customers
Save time
Chasing customers for any reason is a labour-intensive process for your office staff. Save time and resources by using a portal that allows customers to quickly accept estimates online, allowing you to get to work sooner.
Easy payment
Have your customers pay online with their credit or debit card once they accept your estimate. This secure process helps you receive deposits quickly. Gone are the days of manually taking payments over the phone!
Instant records
Stop spending valuable time entering records such quote and deposit amounts. Commusoft tracks and records the entire estimates process and simply lets you know when your customer accepts and pays.
Streamline the quoting process
Giving customers a quick and convenient way to accept an estimate reduces the time you spend following up. Plus, Commusoft automatically records the information in your database, without you ever lifting a finger. This gives you back time in your day to focus on more important things and rest assured that you receive your deposits. Additionally, Commusoft’s estimates portal allows the customer to write in any relevant comments when accepting their estimate.
Take deposit payments immediately
Don’t worry about chasing deposits when you’re using our estimates portal. Once a customer accepts your estimate online, they can immediately pay the deposit with their credit or debit card. The sooner you receive payment, the sooner you start the job, meaning you’re that much closer to receiving payment and starting the next job. You will need to integrate Commusoft with either Stripe or Worldpay in order to accept payments online.
Free up time for staff
With Commusoft’s online estimates portal, you send an email with a link to the customer’s estimate. In just a few simple clicks, you receive acceptance and any deposit payment. No more need to spend excessive time and resources creating an estimate or struggling to get in touch with your customer so they can pay their deposit. This saves office staff the hassle of calling up customers to take payment over the phone – Commusoft does the work for you.
Are you ready to take your business to the next level?
Discover the many ways that Commusoft can help your business become more organised, efficient and profitable by booking a call with our team. Hundreds of field service businesses have already taken the step and begun to expand their business with the help of all-in-one job management software.
- Works on Any Device
- All-in-one Software
