Quotes, customers, invoices and payments

A dashboard for every job, a customer record behind every quote, and payment reminders that go out while Alumetric is running.

Quote dashboard listing every job with code, customer, site, phone, email, item count, total and supply or install flag
Status pipeline: Pending, Approved, In Production and Completed, with live counts and colour coding
Delivery countdown per quote: days left, due today, days late, delivered
Search by customer, site address or email; sort newest or oldest; page through at 5 to 50 per page
Start a new quote with customer autocomplete that pre-fills a returning customer's details
Per-project toggles to include shop drawings and CAD files
Clone a whole quote including all items and assets
Convert a quote straight into an invoice
Cart of items per quote: edit, replace the system, quick-edit name, reference, quantity, unit price and note, swap item numbers, change the image, delete
Bulk action: apply colour, glass, reveal, sub-head, sub-sill, angle, fly screen, shop drawing or CAD to every item and regenerate

Customer records with multiple addresses and contacts, notes, archive and unarchive, and search
Customer detail with quote count, total invoiced, outstanding balance and last activity
Activity timeline: created, quotation emailed, invoice emailed, receipt emailed, reminder emailed, plus your own notes

Invoice list with All, Paid, Unpaid, Overdue and Partial filters, an outstanding total, sort by date or amount, and paging
Invoice editor: dates, customer, line items with quantity and ex-tax amount, per-line GST toggle, dollar or percentage discount
Record partial or full payments with date and reference, with an optional payment-receipt email carrying the updated PDF
Payment reminders emailed every 3, 7, 14 or a custom number of days until paid, switching off on payment; reminders go out while Alumetric is running
Custom starting numbers for quotes and invoices, for moving across from other software
Company details on every document: logo, ABN or ACN, licence number, director, address, phone, email, website, bank, BSB and account, a drawn or uploaded signature, tax rate and currency code

Try it with your own job