The NEW SNA Masonry Management System - Version #3
QUOTATION MANAGEMENT SYSTEM
The QUOTATION MANAGEMENT SYSTEM allows the creation of a quote for the work required by your pontential customer. Once created, you can either print or email the quotation to them, drawing from a selection of pre-determined letter layouts.
As with the Enquiries, you have direct access to the Cemetery database which confirms the current fees and possible restrictions.
You are also able to store as many photos relating to the job as required. These can be emailed direct to your customer.
All conversations with the customer can be documented and appropriate documents stored for easy future retrieval.
Follow-up notes may be saved into the Contact Manager. You will be reminded of these on the correct day.
The Job Details, Inscription Details, Contact Notes, Customer Details, Photos and Cemeteries TABS are identical to those on the Order Processing system.