Changeset 2168658
- Timestamp:
- 10/05/2019 08:00:38 AM (6 years ago)
- File:
-
- 1 edited
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tradies/trunk/readme.txt (modified) (3 diffs)
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tradies/trunk/readme.txt
r2160654 r2168658 6 6 Tested up to: 5.2.2 7 7 Requires PHP: 7 8 Stable tag: 2.2. 58 Stable tag: 2.2.6 9 9 License: GPLv2 or later 10 10 License URI: http://www.gnu.org/licenses/gpl-2.0.html … … 12 12 == Description == 13 13 14 Tradies is a simple but powerful CRM for the construction industry that helps tradies, builders, contractors or any small business wanting run their business within one system. 15 Tradies includes a To do section which helps manage your business, a easy quoting area and even easier invoicing system plus more. 14 Tradies is a simple job quoting and invoicing plugin along with a simple To do's system to manage projects on the dashboard. Forms filled on website frontend by site visitors can prefill a quote in the backend for you as a draft ready to be sent out once job is priced up 15 Tradies was made for the construction industry that helps tradies, builders, contractors or any small business wanting run their business within wordpress. 16 17 == Quoting == 18 19 Easily create quotes, manually through the admin or using a form on your website (you or potential clients can use this form to create quotes), edit, add images, html or whatever you like. When ready, download as pdf or print or send to client, where the potential client can view the quote online and hit accept button if they approve or send a message back to you why they disapprove. Once the quote is approved you could have it automatically convert to an invoice. Further, you can track if the quotes been read. A truly professional system, which will help you convert more leads. 20 21 == Invoicing == 22 23 Easily add items to your invoice from a preconfigured selection of products and services you offer. Once you are happy, download as pdf or print or send your invoice directly by email which will present the invoice to your client online. Again, you can track if the invoice has been read. Once the client receives the invoice they are able to pay through paypal via a link online or whatever method they would like to pay with. 16 24 17 25 == To do's == 18 26 19 27 Business can feel overwhelming, but it doesn’t have to. The To do section based on GTD lets you keep track of everything in one place, so you can get it all done and enjoy more peace of mind along the way. To do items can be displayed on your dashboard while you work throughout the day and moved around when priorities change or new tems added, just as you do in Trello and deleted as they are compeleted. Tags are used to group To Do items, so that you can see a group of To dos together and improve clarity. 20 21 == Quoting ==22 23 Easily create quotes, manually through the admin or using a form on your website (you or potential clients can use this form to create quotes), edit, add images, html or whatever you like. When ready, send to client, where the potential client can view the quote online and hit accept button if they approve or send a message back to you why they disapprove. Once the quote is approved you could have it automatically convert to an invoice. Further, you can track if the quotes been read. A truly professional system, which will help you convert more leads.24 25 == Invoicing ==26 27 Easily add items to your invoice from a preconfigured selection of products and services you offer. Once you are happy, send your invoice directly by email which will present the invoice to your client online. Again, you can track if the invoice has been read. Once the client receives the invoice they are able to pay through paypal via a link online or whatever method they would like to pay with.28 28 29 29 == Features == … … 230 230 == Changelog == 231 231 232 = 2.2.6 05/10/2019 = 233 * fix: bug fixes 234 232 235 = 2.2.5 21/9/2019 = 233 236 * Improve: Added functionality to convert invoices/quotes to pdf
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