Quickly produce accurate quotations and estimates which can be well presented via custom PDFs.
Solarvista 2-in-1 Field Service Management System & 'No-code' Application Platform
Solarvista allows you to quote for work and then automatically generate work items for planning and generate relevant billing for payments.
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.
Submit itemised quote information from the mobile apps (even offline) or create and edit quotes directly using the web portal and a tablet*.
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.
When quotations are approved, each item or group is automatically generated as work items or agreements, transferring all relevant information, driving productivity.
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.
"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.”
"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."
"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."