Question 1

How long does it take to create a quote?

Accepted Answer

Most quotes take a couple of minutes, because line items come from your saved pricebook rather than being typed out each time. Pick the customer, add the products and services, and the totals and tax calculate themselves. The estimate goes out as a branded PDF, and you can track whether the customer has approved it.

Question 2

Can I turn an approved quote into an invoice?

Accepted Answer

Yes. An approved estimate converts to an invoice in one click, carrying the line items, pricing and customer details across. You can also raise an invoice straight from a completed job, so labour, parts used and photos are already attached. Deposits and partial payments are then tracked against the outstanding balance automatically.

Question 3

How do customers pay an invoice?

Accepted Answer

Every invoice can carry a payment link, so customers pay by card or instant EFT from the email, the WhatsApp message or the client portal. The payment is matched back to the invoice automatically. Card collection through the invoice runs on a linked South African bank account, so it is available to South African businesses.

Question 4

Does it work with Xero or Sage?

Accepted Answer

Yes. Omni Field integrates with Xero and Sage, so invoices and payment records do not have to be retyped into your accounting package. Google Calendar is supported two-way for scheduling, and Paystack handles card and instant EFT collection. WhatsApp and Resend carry the customer messages and email that leave the platform.

Question 5

Can I stop my team quoting the wrong price?

Accepted Answer

Yes. A central pricebook of products and services holds your agreed pricing, and every quote and invoice draws its line items from it, so pricing stays consistent no matter who builds the quote. Items can be organised by category and bulk imported. Applying a discount recalculates tax on the discounted subtotal for you.

From quote to paid, in minutes, not days.