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Introducing Custom Values and Partial Quantity Support in Bosseo CRM
In the fast-evolving world of business management, having the right tools to streamline operations is paramount. Keeping this necessity in mind, Bosseo CRM is thrilled to introduce two game-changing features to its estimate tool: Custom Values and Partial Quantity Support. Designed to enhance the invoicing efficiency and precision, these updates cater to diverse business needs, including those in home improvement, legal services, and medical practices.
Unveiling Custom Values in Estimates
The introduction of custom values in estimates is an exciting leap forward for Bosseo users. Business users now have the flexibility to include tailored terms and notes when sending estimates to clients. These custom values offer two levels of configuration:
Editor Level:
This allows users to make adjustments directly while editing an estimate. Tailoring estimates to align with specific customer agreements or unique financial arrangements is now straightforward.
Settings Level:
Alternatively, business users can predefine these values to maintain consistency across all estimates. This ensures that every outgoing estimate aligns with the company standards, saving time and enhancing efficiency.
Empowering Through Partial Quantity Support
Another significant update is the inclusion of partial quantity support. Traditionally, estimates and invoices were restricted to whole numbers, limiting flexibility for various businesses. Now, fractional quantities are possible, providing more accurate representations of services and goods offered. For example, businesses can seamlessly integrate fractional values like 1.5 hours or 0.25 units, enhancing both clarity and customer satisfaction.
Real-World Applications Across Industries
Home Improvement Businesses
For contractors and businesses in home improvement, these features offer unparalleled advantages. Custom values can be used to specify bespoke terms related to the scope of work or payment schedules. Partial quantities mean materials can be invoiced more precisely. For instance, when billing for paint or other raw materials sold by weight, customers can be accurately charged, increasing trust and satisfaction.
Legal Practices
In the legal sector, these features make managing billing more efficient. Lawyers charging by the hour can now bill more precisely by splitting time into partial hours for cases not worked on for full hours. Custom values allow for detailed terms to be added, ensuring transparency about retainer agreements or case-specific notes, which can enhance client relations and trust.
Medical Practices
Medical practices often need to bill patients for varying amounts of time or units of service. With custom values, medical professionals can insert specific details about treatment plans or payment terms. Partial quantity support means billing can now include fractional sessions, such as when a doctor bills by the quarter-hour, ensuring patients only pay for what they have used【4:0†source】.
Conclusion
Bosseo CRM continues to evolve with its latest capabilities, fostering a more efficient and precise approach to invoicing. The introduction of Custom Values and Partial Quantity Support not only caters to a broader spectrum of business needs but ensures that each user can deliver transparent, detailed, and fair estimates to their clients. Whether in home improvement, legal, or medical practices, these features are an asset, ensuring enhanced control and customer satisfaction.
For more about Bosseo CRM and its offerings, feel free to visit Bosseo.com. Business users are encouraged to explore these new features and witness firsthand the improvements in their invoicing processes.
