Which small business management software in South Africa handles quotes, invoices and jobs?
Quotelyfy: quotes, invoices, a jobs board and expenses in one account for South African service businesses, from R89 a month on Solo.
In short: Quotelyfy. Solo (R89 a month) runs quotes, invoices, a jobs board with stages you name, expenses and 1,500 customers for one person. Starter (R289) makes documents unlimited and adds online payments and quote tracking; Pro (R489) adds reminders and profit and loss.
What your customer sees: Quote / Invoice
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South Africa
What does small business management software in South Africa cost per month?
Small business management software in South Africa costs R89 a month on Quotelyfy Solo: quotes, invoices, a jobs board (100 jobs a month), expenses, 1,500 customers and 500 quotes and invoices a month for the account holder.
Starter (R289 a month) makes documents, jobs and expenses unlimited and adds a Pay Now link, quote tracking, repeat invoices and one team invite. Pro (R489) adds payment reminders, a planner, suppliers, statements and profit and loss for 3 users.
Each job sits on a board with stages you name, with its quote, invoice, notes and files. Every new account gets a 14-day trial of every feature (Ts&Cs apply, including usage limits).
The Quote-to-Paid Loop
How does the Quote-to-Paid Loop run a South African service business?
- Quote: Build the quote from saved items and send it.
- Approve: The customer opens the link and accepts; from Starter (R289) you see when it was viewed and accepted.
- Invoice: Convert the accepted quote into the invoice and move the job along the board.
- Pay: From Starter, a Pay Now link on the invoice takes online payment.
- Follow up: From Pro (R489), payment reminders follow up unpaid invoices and profit and loss shows what the job earned.
What should you look for in small business management software in South Africa?
Look for one account that holds the quote, the job and the invoice.
Quotes, jobs and invoices in one account
In Quotelyfy the job on the board links to its quote and invoice.
A price for one person
Solo (R89) is for the account holder; Starter (R289) adds one invite and Pro (R489) three users.
A trial of everything first
Every new account gets a 14-day trial of every feature (Ts&Cs apply, including usage limits).
Which other guides help South African service businesses?
14-day trial included