With Toolmaster you can draw up quotes and invoices fast, with full freedom in the layout and the option to use different percentages per client. Whether you work with standard percentages or specific agreements, our platform gives you the flexibility you need for efficient administration.
Unlike other packages, Toolmaster is built specifically to optimise every challenge an engineering consultancy faces.
Flexible quote and invoice templates
With the quoting and invoicing module you have full freedom to set up your templates exactly the way you want. Use your own design and make sure the prices show up on it. Set the project-specific details straight away and create your project, quote or invoice within minutes.
Set up automatic follow-up on quotes
Did you know that a short follow-up gives you 5-20% more chance of approval? With Toolmaster you switch on an automatic reminder after x days right at the start. That way you do more than 80% of the other consultancies do and you win more approvals.
Online signing of the quote
Have the client sign your quote online and get notified of the approval straight away. Not interested in online signing? Then you can still have it signed in pdf by the people involved.
Follow up your invoicing statistics
Do you want to follow up how much was invoiced per month per service or per person? Here you follow up everything and you see which targets you have to hit each month.
Everything you need.
Four strong pillars that transform how you run your business.
Flexible templates
Your own design, full freedom. Create quotes and invoices in your own house style within minutes.
Automatic follow-up
Raise your chance of approval by 5-20%. Set up automatic reminders once and win more jobs than 80% of the market.
Online signing
Instant notification on digital approval. Clients sign online or via PDF for a faster workflow.
Clear statistics
Track your revenue per month, service or team member. Hit your monthly targets with real-time insight.
Why should you choose us?
Raise your conversion by 5-20% with automatic reminders and online signing.
- Flexible templates in your own house style
- Instant digital signing and notification
- Automatic reminders
- Project data carried over automatically
- Real-time dashboards per month/team member
Traditional
- Fiddling around by hand in other platforms
- Printing, scanning or mailing PDFs
- Sending mails or calling by hand yourself
- Retyping everything by hand from mails/lists
- Static reports that go out of date fast
Frequently asked questions
Everything you need to know about Toolmaster.
Yes, clients can sign online right away, after which you get an approval notification immediately.
The platform is flexible; you can set different VAT percentages or price agreements per client without any trouble.
You can set a reminder to go out to the client automatically after a chosen number of days.
Yes, you have full freedom in the layout and you can set up your own template within a few minutes.
Toolmaster supports the full switch to digital invoicing via Peppol.