Feature
Quotation Management
Send accurate quotes in minutes and track every response.
Quotation management in Novus Service lets your team build priced quotes from a shared catalogue, revise them, track their status and turn an accepted quote straight into a job.
Why teams use quotation management
Quote the same day
Pick products and services from your catalogue instead of typing prices into a spreadsheet each time.
Prices you can trust
Quotations draw on your own catalogue and current stock, so you don't promise what you can't supply.
Know what's pending
See every quote by status so follow-ups go to the deals closest to closing.
Quote to job in one step
An accepted quote becomes a service job with the customer, items and site already filled in.
What's included
- Catalogue-based line items for products and services
- Quote revisions and version history
- Status tracking: draft, sent, accepted, lost
- Linked to the customer's lead and service history
- Convert accepted quotes into jobs
- Branch-wise quotation reports
Popular with
AC and HVAC
Quote new installations and replacements from your catalogue the same day.
Solar
Build system quotes from panels, inverters and installation services in your catalogue.
CCTV and Security
Build multi-item system quotes and keep each revision on record.
Facility Management and Pest Control
Quote new contracts and add-on services from your catalogue.
Quotation Management: common questions
Can I revise a quotation after sending it?
Yes. Create a new revision and earlier versions stay on record, so you can see what changed.
Are quotations linked to inventory?
Yes. Items on a quote come from the same catalogue the inventory module tracks, so stock and pricing stay consistent.
Can each branch have its own quotations?
Yes. Quotations are created under a branch and reported by branch, while admins see the full picture.
Last updated:
See your whole business in one app
Book a demo and we'll walk through your lead, quotation and service flow.