Frequently Asked Questions

Simply click "Signup as a Contractor" from the menu or home page. Follow the prompts to fill in company details, categories of service, and the required billing information. Then you'll receive an email to validate your subscription and activate your account.

No, if you don't use the invoicing features you will not be billed. We charge on a pay-as-you-go invoicing basis based on the volume of invoices issued in a calendar month.
  • R399 pm excl VAT for 1-50 invoices per month.
  • R699 pm excl VAT for 1-100 invoices per month.
  • R899 pm excl VAT for over 100 invoices per month.
The maximum monthly fee is R899 pm excl VAT.

Yes, you can import your clients by adding their properties in the imports section via a .csv file. Our taxonomy uses properties to define clients. Then, you can import quotes for those properties and finally import invoices as well, mapping them to create the connection.

We have automatic transactional emails that send the quote/invoice details along with a PDF attachment directly to your clients. All email replies will be directed to your registered email address, ensuring you don't lose the conversation thread.

Yes, clients can conveniently accept quotes via a link in the auto-generated email. Once accepted, you will be notified by email and push notifications (if enabled on your devices).

Yes, there is a download PDF option on all quotes and invoices, including draft versions.

Yes, you can add additional users by navigating to Company Info, selecting "Users," and clicking "invite users." Only the primary user can update the company banking details for invoice payments.

Easy to use CRM to manage and store client information, Create and send unlimited quotes, invoices, purchase orders and customer statements. Invoices include automated invoices and payment reminders, we even provide on online payments gateway to receive payments and improve cashflow. Interactive dashboard to get overview of the financial state of your business. 24/7 access via desktop or mobile phone wherever you are in the world.

Conversion.co.za uses best practice security protocols. All the information you provide or create on Conversion.co.za is private and completely protected. To view our Privacy Policy, go to https://conversion.co.za/privacy

Yes, Conversion has trained consultants available to respond to your queries and provide remote support. You can email support at support@conversion.co.za, or contact us on 0861 333 787 between 8am and 5pm weekdays.

Yes, we provide email notifications and push notifications. You will need to enable your devices to "allow" push notifications, to receive desktop and mobile phone notifications.

No, your clients can pay you as per normal course of business via EFT, and you can simply mark invoices as paid manually. Alternately, if they use the safe payment facility we provide, they will be charged a 3% admin fee and provided an invoice for this fee separately.

No, our solution is designed to automatically create projects against quotes and invoices to keep project management seamless and quotes, invoices, and payments connected for financial reporting.

You can list your business in as many categories as you like; there is no limit. Add and manage multiple category adverts easily from the dashboard. Upload images, descriptions of services, and even add your social profiles.

Information, photos, contact details, and more can be updated at any stage. In fact, we encourage you to constantly update your information and photos. You can update and edit your adverts by logging into your dashboard and navigating to company details. It's that easy.

You can upload a maximum of 10 images per category advert/listing. So, the more packages you have, the more images you can upload.

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QUOTES, PROJECT MANAGEMENT & INVOICING ON THE GO & IN THE CLOUD

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