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Description
The ADV software streamlines the entire sales workflow on a single interface, facilitating everything from budget creation to order completion and invoice generation. While preparing a quote, you can conveniently email it to the client and monitor all dispatched quotes until they convert into actual sales. To initiate a budget, navigate through Launches \ OS Sales \ OS Sales and select the New Budget option, or alternatively, right-click on the desktop, choose Sales OS, and then click on New Budget. You can identify the customer by entering the beginning of their name or a portion of it, and to search using just the initial, hit enter; for searching by a part of their name, simply click the button beside the input field. If the customer is not already in the system, you can register them by clicking on the underlined customer field. After selecting a customer, you can then click on the button at the top to retrieve related details, including the seller, payment terms, payment type, and carrier information, ensuring a comprehensive overview before finalizing the budget. This integrated approach not only enhances efficiency but also improves communication with clients throughout the sales process.
Description
flexaMate offers an intuitive and cost-effective estimating tool designed specifically for Electrical Contractors. With access to a database of over 15,000 labor units, users can quickly generate accurate estimates. The platform allows for the reuse of previous quotes, facilitating faster bidding processes for similar projects. By managing both jobs and quotes in a centralized location, contractors can streamline their workflow. Users can easily add materials and lengths from an extensive library of over 15,000 items, and save contact information for regular clients. Generating Quote PDFs is as simple as a single click, with the system automatically calculating effort and costs. Additionally, users can create a personal catalog by adding custom parts and directly inputting materials, tasks, and lengths into flexaMate. The software will intelligently incorporate labor units while remembering individual pricing and discounts for materials. Users can refine their quotes, review them, and export them for printing or emailing with ease. The Quantity Take-Off process is crucial, as it includes the counting and measuring of the necessary components for a job, such as tallying light switches and measuring cable lengths to ensure accuracy and efficiency. Overall, flexaMate enhances productivity and precision in the estimating process for electrical contracting projects.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$50.00/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ADV Tecnologia
Founded
1994
Country
Brazil
Website
www.advtecnologia.com.br/
Vendor Details
Company Name
Flexa
Country
Australia
Website
flexamate.com
Product Features
ERP
Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management
Product Features
Electrical Estimating
Billing & Invoicing
Change Orders
Cost Database
Project Management
Quotes / Proposals
Takeoff
