To increase efficiency in sales, quotation management is a critical success factor for any company.
As a result, processing the content, the preparation process, and the management of quotations and contracts are essential components and success factors in the sales process.
RVAS’s quoting module is unique in that from one screen you can accomplish:
Inventory management is an integral part of any successful business, serving to provide uninterrupted production, sales and/or customer service at a minimum cost.
As a result, the inventory management process consist of tight integration between current stock levels, purchase orders, back orders and accounts receivable.
Notes are also a very handy tool here, every time one of your staff discuss with the customer their needs everybody can be kept up to date with one click of the button. This function also appears in invoicing and quotes.
In the customer relationship module you also have easy access to all the past and current vehicle details, unlimited file storage for photos and documents, all relevant quotes, invoices and credit notes in one place to track all your customer’s requirements and needs.
Convert a quote to an invoice with a single click
Have an identical job you need to invoice?
Duplicate the quote, update the customer name and convert to an invoice. Saving valuable time as this process takes only a few seconds. Not minutes or even hours if you had to start from scratch.
All invoices are sent in real time to Xero.
Preloaded labour rates means you can change the type of job with only one button.
Load a predefined template of a job which includes the labour, hours and parts required to complete.
You can also Email the invoice to the customer rather than providing a paper copy saving the expenses on printing and saving our environment.
As any company grows so does the data they need to maintain. RVAS comes with unlimited data storage of all the favourite file types. These include pdf, doc, docx, xls, xlsx, txt, msg and more. These are accessible in the relationship management modules of the customer, supplier and company modules. Imagine, with a few clicks that you can have access to technical data or even MSDS documentation of your supplier and store pictures of your customers vehicle.