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Download Brochure BOOK DEMO
Download Brochure BOOK DEMO

 

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- System Capabilities - 

Estimating & Quotations

 

 Available Q3/2023 

 

Solarvista 2-in-1 Field Service Management System & 'No-code' Application Platform

Win more work... with less work.

Solarvista allows you to quote for work and then automatically generate work items for planning and generate relevant billing for payments.

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ESTIMATING & QUOTATIONS

Compete with flexible pricing models.

 
 Available Q2-Q3/2023 

Use Pricing Policies to automate computation of selling prices based upon category of product or price range. Combine with Service Levels to facilitate complex pricing of labour, utilising day of week, time of day, travel time and distance and differing resource types.

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ESTIMATING & QUOTATIONS

Create quotations from anywhere.

 
 Available Q2-Q3/2023 

Submit itemised quote information from the mobile apps (even offline) or create and edit quotes directly using the web portal and a tablet*.

*connectivity required

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ESTIMATING & QUOTATIONS

Use in-built designer for quotes sent as PDFs.

 
 Available Q2-q3/2023 

A comprehensive designer built into the product and accessed within the web portal enables document templates to be created for quotations that look good, with logos, boxes, lines, fonts, colours and other content too.

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ESTIMATING & QUOTATIONS

Automatically convert quotes into work.

 
 Available Q2-Q3/2023 

When quotations are approved, each item or group is automatically generated as work items or agreements, transferring all relevant information, driving productivity.

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ESTIMATING & QUOTATIONS

Bills derived from quotes after work completed.

 
 Available Q2-Q3/2023 

Work carried out against quotes can be billed exactly as quoted with options to add extras during the working phase or when work is completed.

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Just some of the benefits...

Sell more.

Quickly produce accurate quotations and estimates which can be well presented via custom PDFs.

Use any devices.

Because our mobile apps are available for iOS™ , Android™ and Windows™, your operatives can use the devices they prefer or already own.

Save money.

When processes are automated and communications just flow in an instant, you'll save time which saves money.

What our customers say...

KB
"The solution is customisable and much quicker to use. The result has been more reliable data, and a workflow that feels bespoke whilst still being delivered on their standard platform.”
MIS Manager
Industry: Rerigeration
co-op
"We've integrated Solarvista's scheduling APIs to create a uniquely productive process. Solarvista have been easy to work with and it's solutions work well for us."
Development Manager
Industry: Legal Services
Thermodial
"We needed a new solution that offered modern facilities. We especially liked the ability for Solarvista’s mobile applications to support custom form based input processes on tablets, something our engineers are looking forward to save them time."
Financial Director
Industry: Building Engineering

Other relevant capabilities...

CRM & ERP Data

Store all the information required to run your business.

Learn more
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Job Costing and Billing

Track costs and calculate charges in real-time.

Learn more
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Field Service Management

Streamline your field service operations.

Learn more
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Frequently asked questions...