# Estimating and Quoting

Whether you need a quick service quote or accurately costed projects, easily create, update and send quotes.

## Build accurate estimates and quotes

Start off on the right foot with customers. Whether you need a service quote or a fully costed proposal for a complex project, easily create, update, send and schedule quotes.

- Customize quotes
- Convert quotes to jobs
- Forecast labor/material costs
- Track estimated vs actual costs
- Review quote status and activity

Create and present multiple customized quote options from the office or on-site. Plus, easily make updates based on preferences for materials, labor and pricing.

Simplify estimating. Use online quote acceptance for quick approvals then convert the accepted quote into a single or recurring job.

Make every job profitable. View budgeted costs for all billable and non-billable labor and materials, to analyze the impact of changes on gross and net margin and profit/loss.

Track spending against your estimated budget and quickly adjust your current budget to account for any changes.

Need to follow up on open quotes or quote review deadlines? Simpro Premium’s reports will help you do this and more.

## Takeoffs

### Take off with quick, accurate estimates

Produce fast and accurate take offs from anywhere with Simpro Premium’s Takeoffs add-on. Upload a plan, set your scale and start drawing, measuring and marking up in an instant.

- Upload a plan, measure and count materials accurately
- Associate drawings directly with your Simpro quotes, jobs and projects
- Symbol recognition
- Plan upload wizard
- Take offs in the field
- Create as built drawings
- Industry specific and generic symbols

Simply upload a plan, set your scale and get drawing. Count and measure lighting fixtures, wiring, piping, areas of flooring and more.

Create your list of material estimates with associated fit times and update these directly into your Simpro cost centers.

Mark up drawings and count items in seconds with the smart symbol recognition tool, that can read all orientations.

Estimate faster with the ability to add a plan from a quote, job or a device then easily select which pages to use. Set the scale, crop the plan, add your logo, and off you go.

Whether in the office or on-site, use Simpro Takeoffs anywhere. Sketch and mark-up on the fly at customer sites on tablets and view marked-up drawings via attachments on Simpro Mobile.

Take into account the differences between the final drawing and what was achieved on-site with as built drawings.

Need symbols specific to electrical or plumbing? No problem. Simpro Takeoffs come pre-loaded with plenty of industry specific and generic symbols to get your quote out the door faster. Need more? You can also upload your own specific symbols relevant to you and your industry.

## Invoicing and Recurring Payments

### Invoice from anywhere

Do you spend more time chasing payments than running your business? Not anymore! Make invoice creation a breezy affair both in the office and on-site.

- Go from job to invoice
- Automate invoicing and payments
- Invoice and overdue payment alerts
- Invoice by project phase

Ready to invoice? Review the job card, collect technician and customer signoff, then proceed to invoice and payment from Simpro Mobile, or trigger office-based invoicing.

Keep on top of billing for ongoing jobs without lifting a finger with recurring and automated invoicing. And, you can also give your customers the choice to set up automated payments via the Customer Portal.

Avoid payment delays with automatic SMS and email reminders to customers. Create your own message and rules such as frequency, send time or trigger events.

Working on a multi-stage project? Invoice after each stage via email with progress claims. Then, track payments to keep cash flow positive.

## Payment options

### Get paid faster with multiple payment options

#### On-site

Quickly accept payments while in the field with the Simpro Mobile app.

#### Online

Add a link to your invoices that directs customers to a payment page.

#### Over the phone

Have your customers provide credit card details over the phone and enter details for immediate processing.

#### Via the Customer Portal

Give customers access to securely view transaction history and pay outstanding invoices.

## Improve cashflow

### Financial insight with accounting integrations

Make strategic decisions and save time cross-referencing with financial data flowing from Simpro to your accounting software and back again.

[**Xero Integration**](/content/partners/integration-partners/xero/index.html)

[**Quickbooks Integration**](/content/partners/integration-partners/quickbooks/index.html)

[**MYOB Integration**](/content/partners/integration-partners/myob/index.html)

[**Sage Integration**](/content/partners/integration-partners/sage/index.html)

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