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Organization account settings

You can update these settings at any timeNow days buyers love access to details & your competitors will still be pumping out the same old low detail dodgy quotes. 

 

If you have branches you will need to get your branch managers to create an account for each branch as branches always have slightly different information on their quotes.  And they can connect in other account managers at the head office.

Promotional code

 

If you have one ?

What type of organization are you ?

    

 

Company 

Sole trader 

Partnership     

Trust 

  

Indigenous authority 

  

Society 

 

 

State owned enterprise 

  

Government department 

  

Council (Govt) 

Body corporate

  

Charity

  

Foundation

  

Church

 

Mutual association

 

 

Association

  

Other

 

 

Are you a franchise ?         

 

Yes                     No 

If you are a franchise belows questions are about the franchise & not the head franchiser.   

Are you registered with a government ?                    

Yes                        No        

If yes which government are you registered with ?

If yes what is your registered name ?

Copy & paste your URL address to your government registration in here

 

 

 

What is the website address of the government department that manages the registration ?

 

 

What is your registration number ?

What is your trading name ?

 

   

Account manager

Full legal name of person authorized to manage this account ?

What is their preferred first name ?

 

 

What is their date of birth ?

What is their cell phone number ?

                                         

What is their email ?

 

All of your Gan messages will be auto sent to this email.

By the way, Gan allows you to use the same email for other accounts as we proudly understand that some people manage more than one organization. 

Re-enter email 

User name

This is also the name you give to quoters so they can send their quotes to your Gan account & you give it to buyers so they can send their requests to your account. You can even change your user name any time. 

Choose an 8 character or more user name with or without numbers & capitals, which is not an email                      

 

Re-enter user name

Password

 

Choose an 8 character or more password with or without numbers & capitals

 

By the way, for simplicity Gan proudly allows you to use the same password for other accounts.                   

Re-enter password

 

Account opened

From this point onwards your account is opened but to use it you need to finish belows questions. We save your answers as you fill them out so if you run out of time you can come back to your account later & continue to fill them out.

 

Gan account number

Your Gan account number is 5823478. This is the only data that cannot be changed for this account. This is your single anchor to this account. 

 

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Stay signed in

 

Would you like to stay signed into this account from this device ?

 

Yes                    No    

 

  

Phone number

 

What is this orgs main phone number ?

  

 

What is orgs physical address

 

 

Name of building if any

Number & Street

 

Town

Post Code

Country

 

 

Special instruction

  

What is orgs paper postal address ?     

 

Gan doesn't post paper to you. This is for if your quoters or buyers ever need to post paper or boxes to you.

 

 

Same as physical

  

Name of building if any

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Number & Street

Town

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Post code

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Country

 

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Special instruction

  

What is orgs government registered address ? 

 

 

Same as physical

 

Name of building if any

Number & Street

Town

 

Post code

 

Country

 

Special instruction

 

Website

 

Do you have a website address ?

 

Social media

 

Do you have a social media address ?

 

What year did this organization start ?

 

What is this orgs paid up capital ?

What was this orgs rough turnover last year ?

 

​Between $               and $                                  

 

How many full time staff work for this org ?

 

How many part time staff work for this org ?

 

 

 

 

Which country are most of the staff based in ?

 

Ownership

 

 

Who owns this organization ?

 

If its a parent organization, who owns that ?

 

If its another parent organization, who owns that ?

 

If its another parent organization, who owns that ?

If its another parent organization, who owns that ?

                          

Senior manager

 

What is the name of your most senior manager for example branch manager ?

 

What is their title ?

Directors

 

What are the names of the directors for this org ?

Bank

 

What is the name of your bank ?

 

 

What is the name of the branch ?

 

 

Lawyers

 

What is the name of your law firm ?

 

 

What is their website address ?

 

Accountants

 

What is the name of your accounting firm ?

 

 

What is their website address ?

 

Invoicing

 

If you have an account with one of the apps below and you would like us to plug into it to reduce your invoicing admin, tick the box

 

Xero accounting 

 

Myob accounting 

 

Saasu accounting 

 

Wave accounting 

 

Kashflow accounting 

 

Intuit accounting 

 

Freshbooks accounting 

 

Logo

 

Would you like to upload a logo to make your quotes look even more professional ?

Yes

 

Standard terms

 

Would you like to upload an image of your organizations own standard terms that may cover subjects not in Gan terms ?

 

Gan terms overrule your terms & of course government law for the end user address overrules everything.            

Yes

Messages

 

That you want emailed to you

A new quote or estimate that has come in 

 

A new request that has come in 

Promotions from Gan 

 

Adverts from quoters that may give you a quote for a job you are working on 

 

Adverts from buyers that may want a quote from you 

News from Gan 

 

Credit card 

 

You need to register a credit or debit card to pay your future win fees to Gan 

 

Add a card         Change it

Other Gan account managers

You must give at least one other person management access to this account, eg head office or a partner or next of kin ?

 

1st other Gan account manager

 

What is their relationship to this organization ?

 

 

What is their full name ?

What is their preferred first name ?

 

 

What is their cell phone number ?                                          

What is their email address ?

All of their Gan messages will be auto sent to this email.

Re-enter email address

What will their user name be ?

What will their password be ?

Another Gan account manager >

 

 

Services

 

What type of organization are you ?     For example builder

  

 

List some services & products you can quote on

  

 

List some services & products you regularly want quotes for

Create staff accounts

Staff accounts are not management accounts

 

What is the full name of your first staff member ?

What is their preferred first name ?

 

 

What is their cell phone number ?                                          

What is their email address ?

All of their Gan messages will be auto sent to this email.

Re-enter email address

What will their user name be ?

What will their password be ?

 

 

Do you want to give them access to view other staff accounts that they manage ?

Another staff member >

Account department

 

 

What is your email for suppliers to send invoices to ?

 

What is the email for suppliers to send statements to ?

 

What is the name of the person who pays your accounts ?

 

What is their email ?

 

What is their cell phone number ?   

 

Reviews of you as a buyer

 

Recent suppliers that your quoters can contact to see if you are paying your accounts on time

First suppliers name

 

Town

 

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Country 

 

Phone 

 

Project 

Notes

 

Second suppliers name

 

 

Town

 

Country 

Phone

 

Project 

Notes

Payments

 

 

 

No deposit

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Gan doesn’t allow a deposit to be paid to any supplier from a buyer as historically deposits are at risk of being lost.

What the quoter can do is require an early progress payment for materials after they have been delivered to the buyers address. 

 

If the quoter relies on deposits to finance some of their cashflow they will need to ask their bank to replace this.

A Ganquote provides the goodwill from both sides.  

We require an early progress payment for materials within 1 week of invoice ☐

 

 

Full advance

 

Do you require the full amount of money for the whole job to be paid into the www.escrow.com/?PID=350270 trust account on order and then paid to you from there

 

No ☐                    Yes ☐     

 

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Holidays

              

If the buyers accounts payer is away on holiday on a due date for payment then they may add 1 to 2 weeks on to the due date without penalty from the supplier. This rule only allows for 4 weeks holiday a year.

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Do you require progress payments ?

              

 

During recessions it is recommended you choose more progress payments to reduce bad debts.

 

 

No ☐              Monthly ☐            Three weekly ☐        

 

Two weekly ☐                 Weekly ☐   

 

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Security

 

For the buyers security, the quoter guarantees progress payments will never be worth more than work or products supplied.

 

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Or milestone payments as below

1st progress payment

 

after the following work has been completed or products supplied.

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2nd progress payment

after the following work has been completed or products supplied.

 

To reduce administration confusion, no progress payment amounts can be the same. 

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3rd progress payment

 

after the following work has been completed or products supplied.

 

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4th progress payment

 

after the following work has been completed or products supplied.

 

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5th progress payment

 

after the following work has been completed or products supplied.

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6th progress payment

 

after the following work has been completed or products supplied.

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7th progress payment

 

after the following work has been completed or products supplied.

 

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8th progress payment

 

after the following work has been completed or products supplied.

More progress payments >

 

 

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Progress invoices are to be paid

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Within 2 weeks of invoice ☐   

 

Recommended as this gives the buyer reasonable time to check the invoice, the work and process the payment

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Within 1 month of invoice ☐   

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Within 3 weeks of invoice ☐   

 

Within 7 days of invoice ☐   

 

 

Within 5 days of invoice ☐   

 

Within 3 days of invoice ☐   

Within 1 day of invoice ☐   

 

On delivery as delivery man has an invoice and payment device ☐   

Currency

 

What currency do you normally work in ?

Gan feedback

 

How did you hear about Ganquote ?

Quoter guarantees

 

All guarantees pass on to future owners.

Work

 

You guarantee excellent work and workmanship you provide.

If you make a mistake, you must quickly pay for it or fix it.   

You guarantee to always install products as per the manufacturers instructions.

 

How many years do you guarantee it for ?

 

 

 

Suppliers work

 

You guarantee excellent work & workmanship your suppliers provide through you.

If they make a mistake, they or you must quickly pay for it or fix it.   

You guarantee your suppliers that supply through you will always install products as per the manufacturers instructions.

                                                                             

How many years do you guarantee it for ?

Service

 

You guarantee excellent service from your organization.

 

You guarantee excellent service from your suppliers that is provided through you.

 

An example of excellent service is always providing detailed invoices so the buyer doesn't have to ask for more details. Low detail invoices are a common problem around the globe & slows down payments.

  

 

 

Information

 

You guarantee excellent information from your organization.

 

You guarantee excellent information from your suppliers that is provided through you.

Products

 

How many years do you guarantee products you supply for your buyers 

  

 

Suppliers products

 

How many years do you guarantee your suppliers products that they supply through you ? 

  

  

Design

 

You guarantee excellent design you provide.

 

How many years do you guarantee it for ?

 

 

Suppliers design

 

You guarantee excellent design your suppliers provide through you.

How many years do you guarantee it for ?

 

 

 

Structural strength

 

You guarantee excellent structural strength you provide.

 

How many years do you guarantee it for ?

 

 

Suppliers structural strength

 

You guarantee excellent structural strength your suppliers provide through you.

 

How many years do you guarantee it for ?

 

Data security

 

You guarantee excellent security & privacy of your buyers & quoters data from your org & your suppliers.

  

 

Industry guarantee

 

Do you also give an independent guarantee from a separate organization like master builders ?                       

 

The name of the guarantee is

 

What bullet points does this guarantee cover ?

  

Your membership number is

 

 

Are there any other guarantees ?

 

 

  

What do you not guarantee ?

Buyer guarantees

 

 

 

Ready now

We ask all buyers to guarantee that when they request a quote they have their finance organized & are ready to proceed otherwise they must start with an estimate so the quoters time & money is not wasted.

No using

Buyers guarantee not to use the quoters to help other suppliers get the job. In other words, in return for spending time and money to produce a free Ganquote, the quoters have a fair chance of winning the job.

 

  

 

Pay on time

Buyers guarantee to pay on time or the quoters can invoice them the Gan late payment penalties if they want to.

Personal guarantees

Are there any people that are willing to give a backup personal guarantee for this organization ?

Yes                      No

 

First personal guarantee

 

Full legal name is

 

 

 

Relationship to the organization is

 

Email address is

 

Re-enter email address

 

Cell phone number is

 

 

 

Paper postal address is

 

 

 

I personally guarantee to honour this organizations guarantees should it not do so. 

Witness full legal name is

 

 

 

Occupation is

Email address is

 

Re-enter email address

 

Cell phone number is

 

 

 

Paper postal address is

Second personal guarantee >

 

 

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50% of these questions

 

have been removed for IP protection.

 

Acceptance of above data

 

By clicking the button you personally guarantee you have the authority to open this account on behalf of this organization, that everything is true & correct, so you are not committing any fraud, that you agree with Gans terms & we will take you to your dashboard.

Copyright © & IP Ganquote. All rights reserved.      

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