Quotes and invoices
for refrigeration
From completed work order to a clear invoice.
With invoicing software for refrigeration companies you draw up quotes and invoices from the same environment as your work orders. Customer, job, hours and materials data can be used as the basis, while costs and financial results stay centrally visible.
- Draw up and manage quotes and invoices centrally
- Use work order data, hours, materials and costs as the basis
- Review financial analysis and quarterly overviews
MEP Koeltechniek
Refrigeration technicians
The Netherlands
The work is done. Yet the admin starts over.
Without connected financial administration for refrigeration, data from work orders, timesheets and materials lists has to be gathered again. That costs time, raises the odds of discrepancies and delays insight into financial results.
Re-entering data
Hours, materials, customer details and work carried out are copied over again after completion for the quote or invoice.
Work order and invoice differ
When data is transferred by hand, the invoice and the work actually carried out can drift apart.
Figures arrive too late
Costs, revenue and results are only brought together later, leaving no current financial picture.
Syncentra in practice
at MEP Koeltechniek.
Syncentra grew out of the daily practice at MEP Koeltechniek and is used there every day. Work orders, scheduling, customers, sites, technicians and administration come together in one central system.
The result is less paperwork, fewer manual administrative steps, clearer scheduling and faster insight into the current status of the work.
- Developed and tested daily inside a real refrigeration company
- Work orders, scheduling and administration within one platform
- The same current information for the office and the technicians
- Improved continuously on the basis of daily field experience
From work order to invoice,
without double entry.
Syncentra's invoicing software for refrigeration companies brings quotes, invoices, costs and financial insight together. Use the data from your work orders as the basis, so your administration matches the work actually carried out.
Draw up a quote
Create a clear quote with the customer details, parts and planned work from your own records.
Invoice
Use recorded work, hours and materials as the basis for a complete invoice.
Watch costs
Track costs and revenue per work order or project and see where the result is made.
Analyse results
Review financial analysis and quarterly overviews based on the data inside your business.
From completed work order
to invoice sent.
Use the data recorded during the job as the basis for your financial administration. Completed work, invoices, costs and results stay connected to one another.
- Completed work orders as the basis for invoicing
- Recorded hours, materials and costs together
- Financial result per work order, project and period in view
Four steps from quote
to financial insight.
A request starts as a quote and then moves into execution. The recorded work, hours, materials and costs then form the basis for the invoice and your financial analysis.
Draw up the quote
Record the request and produce a quote with the customer, site, parts and planned work.
Carry out the work
Schedule the work order and have the technician record the work done, hours and materials used.
Produce the invoice
Use the recorded data as the basis, check the invoice and send it to the customer.
Review the result
Compare revenue and costs and review the results in your financial analysis and quarterly overview.
Execution and administration
work together.
More questions about quotes and invoices?
Yes. The recorded work, hours, materials and other job details can be used as the basis for the invoice. You check the data before the invoice goes out.
Syncentra gives you insight into quotes, invoices, costs and financial results. You can also review analyses and quarterly overviews based on the data inside your business.
Yes. You can record costs per work order and project and compare them with the revenue. That shows clearly which jobs perform well financially.
Not entirely. Syncentra supports your refrigeration business's operational financial administration with quotes, invoices, costs and analysis. For tax returns, payroll and formal bookkeeping you can keep using your existing accounting package or accountant.