Overview
Tradespeople lose countless hours developing quotes offsite instead of developing the quote while onsite with their client. We believe that by developing the quote onsite, you can increase your chances of successfully winning the job by presenting your solution to your client on the spot.
FlatRateNOW’s in-app catalogue offers access to over 1,500 pre-built tasks, linked to 1,000s of products. Tasks include headings & descriptions and where possible, different product options so your client can choose the product they desire. All you do is click add!
FlatRateNOW + Xero
Together with Xero, FlatRateNOW provides a simple to use quoting and invoicing app for Plumbing, Electrical, Solar & HVAC businesses. By enabling the FlatRateNOW & Xero integration, features include:
- Customers are synced automatically and kept up to date
- Invoices can be uploaded into Xero in 3 clicks
- Payments are automatically synced
- Tax Rates & Income Account Codes are automatically imported
Getting started
Connecting FlatRateNOW to Xero takes minutes.
In FlatRateNOW’s Office Portal, go to Configuration > Invoices > Xero integration, and the integration wizard will step you through the entire process.
