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Get More HelpWhen you create a Customer on the platform you are then able to create Quotes for this customer. From there a Quote can be booked in as a Job which can subsequently be turned into an Invoice.
When a Customer receives an Invoice they can then either Pay Online or BACS you the total. As simple as that.
All Customer Data is encrypted and backed up daily to ensure all data is safe.
No need to worry about GDPR with QuotEasy.
Yes. All your data will stay with the platform if you resubscribe.