Enquiries and quotes
Take the enquiry, price the work, send it, and know where it stands without chasing.
Take an enquiry
Log somebody who has been in touch, so nothing is lost between the phone call and the quote.
6 steps56s recording
Build a quote
Line items, prices from your list, VAT, deposits, and what the customer will see.
9 steps67s recording
Send a quote and track what happens
Send it, resend it, and mark it accepted or declined when they reply elsewhere.
5 steps57s recording
Take enquiries from your website, your CRM, anywhereNew
A ready-made enquiry form in your name, and an address anything else can send to.
4 steps58s recording
Ask the customer to fill in the detailsNew
Send them a form instead of taking half a set of details down on the phone.
5 steps50s recording
Price a line from your saved list
Pull in something you already sell, instead of typing it from memory.
4 steps28s recording
Price a line by its markup or its marginUpdated
Put in what it costs you and the percentage you want, and let the price follow.
5 steps35s recording
Show a total without the breakdown
Let the customer see what they get and what it costs, without every line priced.
4 steps43s recording
Ask for a deposit, the full amount, or nothing
What the customer has to pay before the job is in your diary.
5 steps50s recording
What your customer sees
The page behind the link you send: accepting, paying a deposit, and picking a time.
5 steps38s recording
Send contracts, terms and breakdowns
Attach your own paperwork to a quote, an invoice or an appointment — and keep the internal ones internal.
5 steps41s recording
Get a document signedUpdated
A contract signed online, with a record of who signed it and what they agreed to.
8 steps69s recording