Define
We review your situation and agree the scope, price, materials and timescale.
SOLUTION / BUSINESS MANAGEMENT SOFTWARE
Customers, quotes and invoices, organised.
We install and configure free management software so you can start working with customers and commercial documents.
For you if: For businesses preparing quotes and orders that want their information in one system.
WHAT YOU RECEIVEFOR EXAMPLE
Here is what is included.
- Installation of the free base software on compatible hosting.
- Configuration for one business and one administrator account.
- Business details, logo, numbering and agreed basic settings.
- Customers, products, quotes, orders and invoices enabled.
- A complete test with an example customer and documents.
- A 45-minute introductory session and one round of setup adjustments.
How it could be used.
Create a customer, prepare their quote and continue with the order and invoice inside the software.
What you getAn initial setup and an understanding of the basic sales workflow.
Build
We build the solution and review the agreed work with you.
Hand over
We check the process and I explain how to use it.
NEXT STEP
Let's talk about your project ↗Shall we prepare it for your business?
Tell me what you need and I will propose a clear scope and price.