Workflow Automations Made Easy

Everything your team needs to plan, collaborate, organize and deliver projects on site and on time with intuitive workflow automations.

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Workflow Manager Order Management

Our Workflow Manager ensures a smooth, tightly controlled order management process. See what’s going on anywhere at any time, with complete visibility of every step of the order process via our Smart Search tool.

Quoterite Workflow Manager

Simple visual traffic light dashboard

  • Easily see the progress of each order from a color-coded status for anything that is incomplete or needs actioning
  • An in-built 8-step order management process keeps your team aligned and 100% accountable
  • Create further customised workflows for more specialised management with our Smart Searches
  • Assign another layer of search functionality with customised order and assignment tags
  • Build custom reports based on specific order statuses showing detailed information keeping you up-to-date
  • Build custom order statuses and easily generate work-on-hand reports to identify bottlenecks
  • Instantly view costs and Gross Profit to know exactly where you stand
  • Keep clients up-to-date with our template messages and send message functionality

Seamlessly manage all parts of the workflow

  • Book and manage your final measures with reports sent from our on-site Measure and Install tool
  • Automatically generate all product, workroom, and fabric orders in both PDF and Excel
  • Send orders seamlessly via email to your suppliers
  • Track orders to make sure none go past due, update delivery dates and add shipping information
  • Receive products and generate easy reports on jobs ready to be booked for installation
  • Split installations and book easily while generating picking sheets, installation sheets, and client invoices
  • Create repair or replacement orders, and track faults and reasons for long-term reporting
  • Complete and archive jobs to keep a clean system

Detailed logs and tracking

  • Every button clicked or function performed is tracked so you know exactly who and when each function was performed
  • See a detailed log of all client communication, internal communication, and everything to do with each order in one place

Manufacture your own products

Quoterite Integrations

Streamline Operations

Measure and Installation Tools – Make work straightforward and efficient for your measure and installation teams with everything they need for easy, mistake-free appointments, while their data feeds back into your workflow manager and reporting.

Access to everything in one place

  • View all jobs booked at a glance and easily search for future jobs
  • View all goods needed to take for installations and tick them off
  • Access all notes and communications for the appointment booking – quote, order and any other information required

All product information ready to go

  • Simply click Start and follow the prompts to complete the information, add notes, statuses, pictures and drawings
  • Customise the measure and installation statuses for your process flows
  • Once done, press Submit Report which instantly notifies select staff and updates the Workflow Manager with a detailed report
  • If you prefer working with paper you can simply download the Measure and Installation Sheets and export your diary
  • View the status of all installed products and logs directly from the Workflow Manager

Integrated directions, messaging and payments

  • Take payments on-site and send receipts to clients
  • Get directions via Google Maps directly to the client’s home
  • Running late? Send fast messages via email and text message to update your client

Our Products

Retail Solutions

More than just quoting software. Enhance your client experience and streamline operations from start to finish.

Manufacturer Solutions

A customized solution with the functionality, structure, and setup you need, implemented by industry experts.

We’re reinvesting over $1,300,000 this year to expand and enhance our software, underscoring our commitment to remain the industry leader in delivering the features and functions you need.

Ready to simplify your business? Get started today