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News feed
Friday 25 december 2020
Wednesday 23 december 2020
Monday 14 december 2020
Saturday 12 december 2020
Friday 11 december 2020
Thursday 10 december 2020
Wednesday 09 december 2020
Tuesday 06 october 2020

Latest News
🔧 A new maintenance page
📝 More complete preventive reports
💲 More options on quotes
and soon ... a new design for the mobile ✨

Monday 22 june 2020

Latest News
✨ Yuman gets a new design,
📅 A monthly view on the calendar,
🛠️ A new module Stocks and Purchasing,
📊 Clear and precise KPIs!

Wednesday 13 may 2020


How do I track quotations?

The Yuman maintenance management software allows you to easily create quotes to send to customers from a landline or from the mobile application. Indeed, technicians collect all the necessary data during interventions, they can then create the request for quote and send it directly to the software for validation by the manager.

Once the quote has been created, with the addition of prices and the products, parts and equipment required for the maintenance or installation, Yuman offers you to track its status:

• Estimate "in preparation"
• Quote "sent"
• Quote "accepted"
• Quote "rejected"
• Invoiced quote
• Partially billed" estimate

For ease of management, you can filter your service offerings by customer, site, status or period.

When you have sent the quotation by email to the customer, CMMS tells you whether it has been delivered and opened, so that you can easily optimize the follow-up of your service offers and communication with customers and prospects.

Finally, when the service offer has been accepted by the customer, you can directly create one or more corresponding interventions. Two additional statuses are available on CMMS: "work in progress" or "work completed". Finally, you can proceed with full or partial billing.

The statuses proposed on the quotes thus allow your company to optimize the management of service offers, for a faster response to your customers and a precise follow-up of maintenance contracts and future worksites.

Maintenance management software - Yuman CMMS - Follow-up of customer quotes - maintenance interventions