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Quotations & invoicing

Quotation Software

Quotation software built for service work. Create an estimate with parts and labour in minutes, send it for approval, convert the approved quotation into a job and an invoice, and see which payments are still pending.

  • Estimates with parts, labour and discounts
  • Approved quotation becomes a job and an invoice
  • Payment status visible against every invoice
Book a DemoSee it for HVAC

Illustrative product visual · sample data

How it works

Quotation software that takes you from estimate to payment

Five steps, one record. Nothing is retyped between the estimate and the money.

  1. Build the estimate

    Estimate software that is quick to use: add parts from your price list and labour as line items, apply a discount and set a validity date. Totals update as you edit.

    Draft

  2. Send it to the customer

    Share the quotation and track where it stands, whether draft, sent or approved, instead of chasing it through messages.

    Sent

  3. Record the approval

    Mark the quotation approved when the customer agrees. The approval date stays on the record, so there is no doubt about what was accepted.

    Approved

  4. One quotation, then the job and the invoice

    Quotation and invoice software often means typing the same list twice. Here, an approved quotation creates the job and the invoice from the same line items.

    Invoiced

  5. Track what is paid and what is pending

    Payment management software that keeps it simple: record advances and part-payments against each invoice, and see the balance and due date at a glance.

    Paid
What changes

Faster quotations, fewer unpaid invoices

  1. 01

    Quotations leave the same day

    Pick the parts, add labour and send. Your team stops rebuilding the same repair estimate from scratch.

  2. 02

    Prices stay consistent

    Parts come from your price list, so two technicians quote the same repair the same way.

  3. 03

    What was agreed is what gets billed

    Because the invoice comes from the approved quotation, the scope and the amount match what the customer accepted.

  4. 04

    You know who owes you money

    Pending payments sit in one list by customer and due date, which makes collection follow-ups a routine task instead of a hunt.

HVAC · AC service teams

How HVAC teams use quotations

Quotations are where a repair call or enquiry becomes revenue in HVAC field service software, so they need to be quick and exact.

Explore the HVAC solution

  • Installation estimates

    Quote 2 × 1.5 ton split ACs with the unit, copper piping, stand, wiring and installation labour as separate lines, so the customer sees what they pay for.

  • Repair quotes with parts

    Quote an inverter PCB or compressor replacement before work starts, and have the approval on record before the part is fitted.

  • Yearly maintenance contracts

    Send a yearly AMC (annual maintenance contract) quotation priced by unit count and visit frequency, then set it up as a contract once the customer approves.

Connected modules

Works with the rest of FSMFlow

Every module shares the same customer, job and asset records, so nothing is typed twice.

Quotations also suit other trades:

construction management softwareCCTV installation software
FAQ

Common questions

Straight answers before you book a demo.

Something else on your mind? Ask us

  • Yes. Add parts from your price list and labour as separate line items, apply a discount if needed, and the total updates as you edit.

  • You convert it into a job and an invoice. The line items carry over, the technician sees the agreed scope, and payments are tracked against the invoice.

  • Yes. Each approved quotation can become an invoice, and you can record advances and part-payments against it, so you always see what has been paid and what is pending.

  • Yes. A quotation can be created directly from a lead in the sales pipeline and linked to the customer record once the deal is won.

Send quotations that get approved and paid

See the quotation builder, the approval trail and the payment tracker in a short demo using your own parts and labour.

Book a DemoSee it for HVAC

A short walkthrough with sample data from an HVAC service business.