Quoting and invoicing

Communicating financial terms and agreements with your customers should be clear and simple from the start. Redback’s quoting and invoicing features guide your customers with high-level cost breakdowns instead of complex pricing structures. Without fail, send your customers quotes that truly align with final costs in order to build credibility and fosters their confidence in what you deliver.

See your profits and discounts

Redback quickly analyzes the profit margins linked to a quote and shows you the available leeway to offer discounts. Use templates and predefined rates to craft initial quotes within seconds and send your customers custom file formats such as PDF or Excel.

With Redback’s financial features you’ll be able to:

Create job quotes from anywhere, whether out in the field or at the office
Create job quotes based on specific cost items
Connect and cycle back cost items later when you generate your invoice

Plan work with precision

After you and your customer agree on a quote, Redback automatically establishes the terms, agreements, and framework for your work orders.

Redback then generates the necessary tasks for the job, ensuring that you provide consistent and repeatable quality. With Redback’s financial features you’ll be able to:

Streamline how you establish terms, agreements, and work orders, thereby saving time and effort
Ensure precision and reduce errors in the execution of work
Ensure a consistent and standardized approach to tasks, promoting uniform quality across your work teams

Resolve disputes proactively

Should disagreements or misunderstandings over costs occur, Redback provides your customer with the opportunity to review the invoice before it is finalized.

This claim reSoftware feature solidifies positive customer relationships, while ensuring that adjustments and misunderstandings are settled in a timely and satisfactory manner. With Redback’s financial features you’ll be able to:

Save time and work negotiating final financial adjustments or clarifications before you generate an invoice
Adjust pricing discrepancies or mistakes in the invoiced amount
Clarify differences in contractual term interpretations