Selling Functions

FlatRateNOW at its core is focused on helping you sell. With a range of features/functions at your finger tips - our vision is to ensure anyone in your business can deliver a fantastic consistent sales experience.

The list of features/functions are your disposal under the 'Selling' tab of your configuration are:

  • Preset Pricing Tiers
  • Custom Pricing and Labour Control
  • Quote Duration
  • Displaying of Task Pricing
  • Tradies signature
  • Require formal 'i agree' from customer prior to their signature
  • Show/hide Product Images on quote document
  • Show/hide Product name on quote document
  • Show/hide Task image on quote document
  • Show/hide Matrix details on quote document
  • 'Customer not present' quote approval
  • Displaying savings
  • Displaying STC Rebates
  • Deselect Tasks on quote
  • in-app sales assistant (Coming Soon)

This is in addition to a range of other functions across FlatRateNOW.

 

How to configure these settings in your Office Configuration

 

View this interactive demo in full with any/all additional descriptions on steps