A useful request.A clear proposal.
Manage generated quotes, share a PDF and keep acceptance or rejection in context. Carry the scope from the enquiry into the next customer conversation.
See the detail in context ↓INSPECTIONSQUOTE / EXAMPLE
Clarity before the visit.
Prepared for Jordan Taylor
Building & pest inspection
Make the work clear.
Review the requested service, property details and any agreed limitations before sharing the proposal.
Property and service contextFictional business and sample data. Explore the idea here; configure your business in your workspace.
Here’s where it
makes a difference.
When a customer changes the requested service, revisit the scope and price before continuing the booking conversation. The proposal should describe the work being agreed.
Quote documents,
with a clear next step.
Review the property and service details captured by the enquiry.
Check the generated quote and its configured calculation before sharing it.
Follow the recorded response and update the lead workflow as the job progresses.
The detail that matters.
A quote document is a commercial proposal. It is separate from the professional inspection report delivered after the site visit.
More room for the
business you want to build.
Bring your services, your questions and your ambitions. We’ll bring the platform.