Fieldmotion’s Quoting module lets you complete field surveys that can be turned into quotes in the office and sent directly to the customer’s email for approval. This ensures a quick turnaround from quote approval to job creation, keeping staff and customers updated at all times.
Key features include:
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Customized quote forms for tailored proposals
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Effortlessly create and send quotes for client approval
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Quick turnaround from approval to job creation
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Automatic quote creation from surveys in the field
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Easily build quotes based on stock, schedule of rates, and free text
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Custom fields in quotes to suit templates
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Use multiple quote form templates dependent on job type
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Multi-page quotes to meet various requirements
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Export quote data into CSV for reporting
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Dashboard reports on quotes, including value of outstanding quotes, quote-to-win ratio, and more
