Streamlined Dashboard Overview
Upon logging into the ImpactHER Accounting / Bookkeeping platform, the dashboard provides a comprehensive overview of the billing section, where you can easily track the status of your estimates. Quickly identify which estimates are in draft, sent, declined, or expired with just a glance. Each status is hyperlinked for easy navigation, allowing you to promptly access the information you need.
Creating and Managing Estimates
In the estimate section, you have access to all estimates sent to your customers, irrespective of their current status. By adjusting the view settings, you can effortlessly filter and review all the latest estimates at a glance. When it comes to creating a new estimate, simply click on "create new estimate" and proceed to input the necessary details for an existing client.
It's worth noting that estimates can only be generated for existing clients, not leads. This distinction ensures that your estimation process is tailored specifically for clients who are familiar with your services, eliminating the need for extensive background information typically included in proposals. By selecting the client, inputting billing and shipping details, and assigning an estimation number, you can efficiently create a tailored estimate for your client.
Customising Estimates and Sending Out
Once the initial details are input, you have the flexibility to customise the estimate further. From adjusting dates to indicating discounts, you can tailor the estimate according to the specific requirements of the client. Adding products or services is simple, and any adjustments made reflect instantly, providing real-time updates to the estimate.
Upon finalising the estimate, you can add client notes, review the details, and proceed to send it out seamlessly via email. The generated email includes a PDF version of the estimate and personalised message, allowing you to maintain a professional and branded image throughout the estimation process.
Client Portal and Automated Reminders
Clients can access the estimates through their dedicated portal, where they can review and respond to the proposed services or products. To ensure timely responses, automated reminder emails are sent to both you and the client during the validity period of the estimate. This proactive approach helps in expediting the decision-making process and fosters enhanced communication between you and your clients.
Elevate Your Brand Image with ImpactHER Accounting / Bookkeeping
ImpactHER Accounting / Bookkeeping not only streamlines the estimation process but also allows you to enhance your brand image. By customising estimates with your logo and personalised messages, you can create a lasting impression on your clients. The user-friendly interface of ImpactHER Accounting / Bookkeeping ensures that even complex estimation tasks can be handled with ease, empowering you to focus on delivering exceptional services to your clients.
Transform Your Business with ImpactHER Accounting / Bookkeeping
If you're ready to revolutionise the way you handle estimates and enhance your brand presence, consider leveraging ImpactHER Accounting / Bookkeeping for your service-based business. Reach out to Success By Design, our specialised team that assists small business owners in finding the perfect off-the-shelf software tailored to their unique needs. With our support, you can swiftly set up the software, customise it to align with your business goals, and receive ongoing assistance throughout your business journey.
Your success is our priority. Contact us today to explore how ImpactHER Accounting / Bookkeeping can propel your business towards greater efficiency and success. Details for reaching out to us are provided in the description box below.
Embrace the power of ImpactHER Accounting / Bookkeeping and streamline your estimation process like never before. Transform your business operations and make a lasting impact on your clients with flawless estimates tailored to perfection.
By incorporating ImpactHER Accounting / Bookkeeping into your business workflow, you can simplify the estimation process, enhance your brand image, and foster stronger client relationships. With a user-friendly interface and robust features, ImpactHER Accounting / Bookkeeping is the ideal solution for service-based businesses looking to streamline their operations and elevate their service quality. Contact Success By Design today to embark on a transformative journey towards business success with ImpactHER Accounting / Bookkeeping.