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:
- Customized quote forms for tailored proposals
- Effortlessly create and send quotes for client approval
- Quick turnaround from approval to job creation
- Automatic quote creation from surveys in the field
- Easily build quotes based on stock, schedule of rates, and free text
- Custom fields in quotes to suit templates
- Use multiple quote form templates dependent on job type
- Multi-page quotes to meet various requirements
- Export quote data into CSV for reporting
- Dashboard reports on quotes, including value of outstanding quotes, quote-to-win ratio, and more
