Keep the commercial trail connected
A quote-to-invoice workflow should show how the original scope became a job, how costs were controlled and how the final invoice was supported by evidence.
Workflow
- Create or import the quote.
- Convert accepted work into a job record.
- Link purchase orders, labour and materials.
- Track variations and approvals.
- Capture progress and completion evidence.
- Raise the invoice with the right references.
Why connection matters
When quotes, jobs, variations and invoices live in different tools, margin and client queries take longer to answer.
Zektrx connects Construction Quotation Software, Construction Commercial Management Software and Construction Invoice Software.
Next step
Add cost control with Construction Project Cost Tracking Software, download the Contractor Setup Pack, or start a ยฃ5 for 14 days trial.
Related Zektrx workflow
More ways to use this commercial guide.
Put it into practice
Turn this guide into a working Zektrx workflow.
Start with the ยฃ5 for 14 days trial, then connect RAMS, jobs, stock, documents, records and reporting in one place.