Itemized service estimates help build trust with your customer. Generating them is easy, either from the technician mobile app or back in the office from the desktop. Use spare parts descriptions and prices added by you. Link parts with the right model numbers to ensure no mistakes are made while quoting. Allow flexibility to your service team to add discounts.
All estimates can be converted to invoices once the payment is made and the service ticket is closed. If desired, you can create proper taxed invoices and in India, even link to the GST portal.
You can enable payment to your account through the app, optionally, or make the payment process offline.
Once the repair ticket is closed, Simply C2 CRM will generate a taxed invoice automatically from the approved itemized repair estimate. And, if you are in India, you can even optinally connect to the GST portal and generate IRN.
Take ad-hocism out of your process. Send estimates based on your list price in the system, add the right tax amount, collect money directly in your bank account, raise GST invoice
No mistakes. All system driven and automated; leaving your team more time to focus on service.
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Send quotes from your desktop or the technician mobile app; as easily and simply. Surprise your customer with the speed of response and allow him to approve and pay from his own Simply C2 App.
Allow the users to discount the prices. And see the quote in their app as well. And get notified when the estimate is approved so they know it is time to start the repair.
Add parts description and prices in the system. Not only that, esnure each part is mapped to an equipment model number so that while creating an estimate, your team never makes a mistake. Quote the right part for the right equipment.
Simple logical workflow ensures the customers are kept in the loop every step of the process. From the time the itemized repair estimate is created, it is immediately pushed to the customer Simply C2 app. The customer approval is recorded immediately in both her app and yours, allowing the repair to proceed.
Messing is integrated with the flow - in both directions and irrespective of the platform. In-app, WhatsApp or Email.
Simply C2 automates your tasks to the extent possible.
The moment the ticket is closed, Simply C2 will create an invoice. Of course. it will not invoice in case of a no-charge repair particularly if it is under warranty.
Finally, it will mail, push the invoice to the customer App or even WhatsApp it to the customer.
Ready to experience the convenience and efficiency of Simply C2? Download the app now and discover how we’re simplifying equipment service and maintenance
