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QuoteDirect
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01 · Quotes
Professional quotes
in minutes
✓Line items, quantities & discounts
✓15% VAT calculated automatically
✓Branded PDF with your logo
Quote Q-2026-0187
Coastal Solar Installations (Pty) Ltd
Draft
Subtotal R 0.00
VAT (15%) R 0.00
Total R 0.00
02 · Send & win
Send it. Track it.
Win it.
Your customer gets a secure link — no login needed. You see the moment they view and accept.
Draft› Sent› Viewed› ✓ Accepted
Send Quote Q-2026-0187
Send ➤
Topieter@coastalsolar.co.za
CC ✓Anri (Accounts) ✓Site foreman
Attached: Q-2026-0187.pdf · branded, VAT compliant
✓
03 · One click
Accepted quote → invoice & job
No retyping. Line items, customer and totals carry straight over.
📄Quote Q-0187
Accepted · Coastal Solar
R 17,572.00
➜
🧾Invoice INV-0203
Due in 30 days
R 17,572.00
🛠️Job JOB-0142
Scheduled · 2 technicians
Ready to start
04 · Get paid
Get paid online,
straight from the invoice
✓PayFast card & EFT payments built in
✓Record manual EFT / cash payments too
✓Overpayments auto-saved as customer credit
Invoice INV-0203
Coastal Solar Installations
Unpaid
R 17,572.00
💳 Pay Now
💸
Payment received via PayFast
INV-0203 · R 17,572.00
05 · Jobs
Run every job,
bill it in stages
✓Assign technicians & schedule work
✓Progress billing — deposit, milestones, final
✓Track every job from quote to done
JOB-0142 · Solar install — Milnerton
Mon 27 Jul · 08:00 · 2 days
SMTK
Progress billing0% invoiced
Deposit 40% Milestone 40% Final 20%
Deposit paid Milestone invoiced
06 · Customers
Every customer.
Every contact. Every cent.
✓Company accounts with VAT details
✓Multiple contacts — CC anyone on sends
✓Built-in credit ledger per customer
Atlantic Property Group
VAT 4890234571 · Cape Town
Credit: R 1,250.00
PJ
Pieter Jacobs
pieter@atlanticpg.co.za
★ Primary
AN
Anri Nel — Accounts
accounts@atlanticpg.co.za
DM
David Mokoena — Facilities
david@atlanticpg.co.za
07 · Stock & expenses
Know your stock.
Know your costs.
✓Inventory with low-stock alerts
✓Stock movements tracked per job
✓Expenses by category — see real margins
Stock
Solar panel 455W24 in stock
Inverter 5kW hybrid3 left — low
DC cable 6mm² (m)310 in stock
Expenses — July
Diesel — bakkieFuelR 2,840
Crimping tool setToolsR 1,199
Site accommodationTravelR 3,600
08 · Dashboard & reports
See the whole business at a glance
R 0
Revenue this month
0
Quotes accepted
0%
Acceptance rate
Revenue — last 8 months
Dec
Jan
Feb
Mar
Apr
May
Jun
R 248,900
Jul
And there's more
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