The NEW Rave Build Financial Tool, an add-on accessible within your project sub-tabs, has a really easy workflow. We start by helping you to better manage your quote and tender requests via the Quote Requests tab. You simply select your contractor or supplier, the date you need the quote back, add in any additional details (i.e. scope of work or T&C’s), and attach or link back to any documents required for the quote. The Quote Requests tab has a great summary page, where you can easily identify the status of each quote and each quote request’s expiry date.
Your contractors and suppliers can either submit their quote via their RAVE login or email you the quote directly. If they have submitted their quote via RAVE, it will be ready for you in the Quotes & Prices tab. If not, you can take these from your email and load them into the Quotes & Prices tab on your contractor’s behalf. You can review the various quotes received, add margins as required, and move successful quotes into your Estimate or job proposal.
Creating your client’s Estimate (quote/proposal) is super easy! We have a number of templates preloaded to tailor the look of each proposal to the job or client type. With the option of including the scope of works, inclusions and exclusions, and also T&C’s, testimonials, and ‘about us’ content. We’ve included the flexibility of adding a mark up at any stage i.e. at a product line level, and/or quote level, and/or across the entire job. Once the client has accepted your proposal, you can lock the pricing down – letting your contractors know that their quote has been accepted.
Creating Purchase Orders and Loading Bills is relatively straightforward too – and once your bills are loaded, RAVE starts updating the back costing and reporting screens automatically for real-time back costing and project reporting!
A bonus for Xero customers is that our system is integrated with Xero so there is no need to double handle bills, purchase orders, or invoices. If this sounds like something your business could benefit from, contact us today to have a conversation with our sales team about how Rave Build Financial can work for you.
As always, if you need any support with RaveBuild, we encourage you to reach out to us at email@example.com or call us at (NZ) 07-210-2228 or (AUS)1800-179-163