Automated Office

We have taken the concept of back office software to a whole new level

Manage your customer jobs and orders and everything that goes with them in one place

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Online Quotation Software

Back Office Software

Our back office software can be utilised to automate a range of time-consuming tasks. By creating a set of rules, emails and reminders can be sent to customers and staff automatically regarding order updates or to automatically generate invoices and purchase orders.

If a client wants to accept a quote when you are out of the office, Automated Office can generate and send a confirmation, send an invoice and place a purchase order in seconds, all while you busy doing other things. Automated Office is a complete solution to managing your business needs.


Workflow Automation

Workflow Automation

Use our in-built workflows to segregate different areas of your business.

Create rules which in conjunction with pre-builds ensures every task which needs to happen gets completed every time - without fail!

Send automatic customer updates, remind them of upcoming payments, even remind your suppliers you are expecting to receive deliveries from them - all of which can happen with little to no interaction.


Real-Time Reporting

Real-Time Reporting

Automated Office allows you to create custom email reports that can be sent every day or every selected weekday to your selected managers. Report on:

  • Quotes that need to be chased
  • Jobs/Sales Orders/Projects behind schedule
  • Jobs/Sales Orders/Projects that have been stuck for an unusually long period, for example, where the pro forma is still to be paid
  • Jobs/Sales Orders/Projects that need to be invoiced
  • Overdue purchase orders
  • Delivery notes that have not been signed for
  • Invoices that have not been sent

Invoice Software

Invoice Software

Generate and send invoices at the click of a button from quotes, jobs, and delivery notes. Automatic linking makes it easy to see what you've billed. Create pro forma, part, and full invoices, and credit notes, and post them into your accounts system at the click of a button.

Non-accounts staff can generate and send an invoice without having access to your accounts system - meaning your invoices go out sooner.


Flexible Invoice Templates

Flexible Invoice Templates

  • Generate your invoices with a set of standard templates, or create your own, with the same power and flexibility as the quotation software module
  • Move, add or remove information on the invoices so that they show exactly what you want
  • Enhance your invoices by importing product imagery automatically
  • Swap between templates quickly for an invoice. This is ideal if you need to show different payment terms or use another branding

Book a Live Online Demo

...to see how our solution can help your business