Question 1

How long does it take to create a quote?

Accepted Answer

A few minutes on site, less for a repeat job. Line items come from the price list, so a geyser replacement or a distribution board upgrade is a saved set of parts and labour added in one tap and adjusted for the job in front of you; photographs from the site attach to the quote; VAT is calculated from the price list's inclusive or exclusive setting; and a deposit can be set as a percentage or an amount. The quote is sent to the customer by WhatsApp or email from the job with an accept button, and acceptance converts it to a scheduled job without retyping anything. For work that needs measuring, the numbers are typed on the phone while standing in the room, which is why quoting on site closes more work than quoting from the office the next day.

Question 2

Can I turn an approved quote into an invoice?

Accepted Answer

Yes, in one step, and the line items travel with it. An accepted quote becomes a job; when the job is completed and signed off the invoice is raised from it with the same lines, any deposit already paid deducted, and extras added on site included. Nothing is retyped, so the invoice cannot disagree with the quote by accident, and the customer sees the same descriptions and prices they approved. For a VAT-registered business the invoice is titled Tax Invoice and carries the VAT number, serial number, date and VAT breakdown SARS requires; for a business below the threshold it is a plain invoice. The invoice goes out by WhatsApp or email with a payment link, and partial payments, credit notes and statements follow from the same record. Progress invoices for staged work are raised from the same quote, each showing what was invoiced before.

Question 3

How do customers pay an invoice?

Accepted Answer

From the message on their phone. Every invoice carries a Paystack payment link, so the customer taps it and pays by card or instant EFT in Rand, and the invoice is marked paid in Omni Field without anyone retyping a reference. Settlement reaches the business's bank account in two to three business days with a 1% transaction charge, and there is no separate merchant account to open or monthly gateway fee to carry. Customers who prefer to pay by ordinary EFT or in cash can still do so and the payment is recorded against the invoice by hand, so the statement stays right either way. Automatic reminders go out for unpaid invoices on the schedule you set, each carrying the same link, which is what recovers most late payments without a phone call.

Question 4

Does it work with Xero or Sage?

Accepted Answer

Yes. Omni Field connects to Xero and to Sage Accounting South Africa, and the connection is made per account from the settings by signing in to the accounting product and authorising it. Once connected, invoices and payments recorded in Omni Field reach the books without retyping, customers are matched or created, and the accountant works in the accounting product as before. The integration pages describe what each connection does and where it stops, because an integration that is honest about its limits is one a bookkeeper can plan around. Businesses that use another accounting product export invoices and payments as a file the accountant imports. There is no QuickBooks connection at present, and no page on this site says otherwise. Payments taken through the Paystack link reach the accounting product as paid invoices, so reconciliation is a check rather than a task, and a disconnected integration is shown plainly in the settings so nobody assumes the books are updating when they are not.

Question 5

Can I stop my team quoting the wrong price?

Accepted Answer

Yes, in three ways. The price list holds every item with its cost and its selling price, so a quote built from it starts at the right number and a technician does not type a price from memory. Roles decide who may change a price on a quote and who may only pick items, so a new technician can quote from the list without discounting. And every quote is visible to the office as it is created, with the margin shown against the cost, so a quote that undercuts is seen before it is sent rather than after the job is done. Businesses that quote by the hour set labour rates per role in the same list, and a discount above a set percentage can be made to need an owner's approval before it goes out.

From quote to paid, in minutes, not days.

Sound familiar? You're not alone.

Estimate Creation

Invoice Generation

Online Payments

Products & Services Pricebook

Payment Tracking & Reminders

Frequently asked questions

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