Zuper Estimate Management
Quote Management Software
Zuper helps you send customizable, fast, and accurate job estimates with a few clicks, so you can get faster decisions from the client, bill instantly, and empower your field service teams to prioritize job opportunities on the go.
Streamline Your Workflows With Fast And Easy Estimates Management
Minimize back and forth follow-ups and enable your technicians to provide on-the-spot quotations and attach relevant files, so your customers and you are on the same page, always.
Configurable Estimate Templates
Enable your field teams or the back-office to create and customize estimates quickly with ready-to-use templates. Add line items, services/spare parts, and build your work estimates in minutes. Convert estimates to jobs in a click.
- Add service descriptions, additional notes, contracts, or concept designs
- Easy management with a number of pre-defined templates available
- Prepare your quotes faster with configurable project rates, expiration dates, and labor costs
- Customers can approve the estimates and sign them digitally, without any paper trail
Automate Follow Ups Effortlessly
Convert estimates into budget easily with error-free estimating. Check the current status of all your estimates on a single dashboard so you know which ones to carry forward and which to close. Send automated email and text reminders with ease.
- Generate an invoice instantaneously from the same quote to get paid faster.
- Track pending estimates that are not converted into invoices yet.
- See the revision history with different rates and timelines to make better decisions.
- Keep the service pipeline moving by sending friendly reminders for estimates closer to expiry.
- Save time by leveraging configurable expiration dates and down payment thresholds.
Accurate Meaningful Insights
See what portion of your estimates have already been approved, and what is pending, to get a clear idea about your estimating process and make informed decisions.
- Get detailed reports on your business accounting
- Keep track of estimates, payments, and expenses across platforms
- Easily gather the data required to set your estimate expiration policy
- Get a bird's eye view of customer feedback and resolve complaints quickly
- Organize your estimating workflows proactively
Accounting Integrations
You can now streamline and integrate your quoting, invoicing, payment collection and other accounting processes. Convert the accepted estimates into invoices with a single click. Sync generated estimates conveniently with the top account management systems like Zoho Books, Xero, and QuickBooks.
- Focus on your business and let Zuper sync paid invoices to your accounting software and collect payments automatically
- Get full control over revenue and cost categorization for each job
- Drill down into the details of any job and track it for financial reconciliation
- Manage advance payments, down payment thresholds, and expiration dates from one platform
- Manage your items, taxes, and price lists seamlessly
