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PO’s Quotes, Invoices & RFQ’s

reduce costs, respond faster and send from anywhere, anytime

The Sales Orders functionality in the Dusk IOP includes, Purchase Orders, Quotes, Invoices and Request For Quotations (RFQ’s). This functionality is available independently of the Projects module or tightly integrated for a true financial picture. Using the additional Dusk IOP financials connector, your documents can be created as drafts in your financial platform, removing duplicate data entry and creating a single view.

 

Send RFQ’s to one or more supplier at a time and have them sit against your projects as required for an accurate picture of job costs. Say goodbye to paper and spreadsheets with fully-automated quoting. Save time with pre-defined templates, keep accurate records and easily track your different sales orders documents.

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Success Stories

Quotes, Invoices, PO’s, RFQ’s

Flexible workflows move your documents through stages. Synchronisation with finance platforms for codes and clients removes duplication and speeds up accounting significantly. Goods receipting of items against projects automatically deducts costs plus much more. And if it really needs to be printed, the Dusk IOP does nicely too.

Snapshot View

Using our Kanban design, create a view that matches your business or even your CRM solution with configurable headings. As Quotes go out, change the status or drag them across the stages in this view for easy management. From a single pane, see clients, value, status and more.

The Problem

  • Manual process
  • Delays in receiving approvals
  • Risk of human error in data entry
  • Lack of visibility
  • Difficulty with audit and performance measuring

The Solution

  • Digitise the sales orders process
  • Standalone or integrated web based capability
  • Designed for organisations and individuals
  • Create Quotes, Invoices, PO’s and RFQ’s anywhere anytime

The Features

  • Easy to view information about all quotes
  • Create Quotes, Invoices, PO’s and RFQ’s quickly
  • Email to one or more person in a single click
  • Add materials from inventory or ad hoc
  • Allocate to financial codes

The Benefits

  • Remove duplicate data entry
  • Track costs more accurately against projects
  • Enhanced traceability and management of the process
  • Paperless
  • Short ROI
Nerea O.
Nerea O.
30/01/2024
Verified
Buena implementación Overall: Me ha gustado su implementación. Es un buen software para administrar costes y tiempo. Pros: Me ha resultado muy fácil usarla y me ha ayudado a administrar mejor mi dinero y tiempo. Cons: Me gustaría que siguieran actualizando el software.
Verified Reviewer
Verified Reviewer
21/12/2023
Verified
The solution to our automation problem Pros: It's easily fitting into an existing business system, replacing multiple contact points. When combined with Hubspot this is removing 100% of physical documents from our workflow and easily decreasing conversion time 10x. Cons: Initially the software had 90% of functionality we needed. However, after consultation our requirements have been met and built into the system.
Ari K.
Ari K.
16/07/2023
Verified
Customisable and flexible use case Overall: Very happy with the customer service and support from the technical team to accommodate piloting different concepts to manage the workforce in scheduling and planning processes. Pros: Very flexible and powerful platform with support by helpful team to change the configuration and customisation to fill the gaps in the features being required for managing the workforce and field scheduling concepts. Cons: Not having closely integration built in with ESRI GIS products for asset management integration.
Ethan M.
Ethan M.
30/03/2023
Verified
A game-changer for centralized communications and company-wide visibility into operations Overall: It's been a great experience. We were managing our field teams with a couple of tools and a lot of spreadsheets and emails. Now we have a centralized communications platform that's making everyone's lives easier. Our field teams love it because they don't feel like they are disconnected from the office. In operations, we love that we have got everything we need to manage the field and to communicate with other teams. If your operations team is getting bombarded with calls or emails asking about work progress, or jobs are not getting done because of broken communications you should get Dusk. It will just make everyone's lives easier. Pros: Dusk IOP centralized our workforce communications, and that has been a game-changer. Our operations team was constantly getting emails and calls from other teams and the executive staff asking about the progress of work, trying to understand issues, etc. Now everyone can see all of that in one place. Our technicians are more productive because they know where to be and when and have an app that captures their progress in real time. At the same time, we have dashboards and tools that give everyone in the office visibility into that work and its progress. Ultimately, that means we can do a better job for our customers and that's where we see the real value. Our customer satisfaction rates are up significantly since we started using Dusk IOP. Cons: I would say that moving to any digital platform for FSM will require significant commitment. Dusk has amazing tools and features (we keep discovering new ones), but you have to invest the time and effort to make those valuable for your organization. They were super-helpful in the setup process, but it does take time and effort. So I wouldn't say it is hard to use or setup, I would just say those things take some time.
Nick D.
Nick D.
07/03/2023
Verified
Data capture and workflow automation Overall: In building solutions for clients, it is important I can work closely with a software provider. Dusk IOP took time to really understand the brief, develop a bespoke solution and ensure it was effectively rolled out. It has been a great experience to date. Pros: I engaged Dusk IOP to design and build a way of capturing and evaluating information which is key to a large project we are currently working on. They built a solution in a very timely manner and created forms and workflows which are easy to use for the teams on the ground and effective in capturing the required information. Cons: The scope of work was completed thoroughly and can be easily adapted if we need to make changes over time.
Michelle W.
Michelle W.
01/03/2023
Verified
Pilot Progam Overall: Great experience would recommend to any company looking for new software and setup Pros: Easy to use, approachable company, knowledgeable staff Cons: I had a few questions but these were answered quickly so no down time
Alex G.
Alex G.
04/02/2022
Verified
From Dawn to Dusk Overall: Pretty easy to use even for new users, features and options are easy to select and the ease in scalability provided by the software is intuitive and seamless. Pros: The ease of use, seamless scalability, compatibility to other softwares, applicability to our needs and great degree of customisation. Cons: The software is perfect for our organisation.
Jon R.
Jon R.
27/01/2022
Verified
Allowing insights into our business and highly accommodating development team Overall: Whilst we are in the very early stages of rolling out Dusk IOP to the workforce I have been continuously impressed with the responsiveness of [SENSITIVE CONTENT] and the team. We have been informed of all progress and any issues have been resolved within a quick timeframe. Pros: The customer service has been great. We've had a few features added to tailor the platform to our business and having the ability to change/add features to the software (where possible) is a huge plus to us. The gant chart overview of all projects is a great feature for our management to overview progress as well as the availability of personnel and how this is highlighted with any conflicts. Cons: We are still getting used to the platform and it does take a little while to remember where things are and what they are called but over time this will become second nature.DU

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